MYCIO Wealth Partners’s Broadridge BR Stock Holding History

MYCIO Wealth Partners’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-776	Closed	-$53K	–	274
2016 Q3	$53K	Sell	776 -34	-4%	-$2.32K	0.01%	329
2016 Q2	$53K	Hold	810	–	–	0.01%	334
2016 Q1	$48K	Buy	810 +34	+4%	+$1.85K	0.01%	329
2015 Q4	$42K	Hold	776	–	–	0.01%	311
2015 Q3	$43K	Hold	776	–	–	0.01%	317
2015 Q2	$39K	Buy	776 +375	+94%	+$20K	0.01%	326
2015 Q1	$22K	Hold	401	–	–	﹤0.01%	388
2014 Q4	$19K	Hold	401	–	–	﹤0.01%	400
2014 Q3	$17K	Hold	401	–	–	﹤0.01%	389
2014 Q2	$17K	Hold	401	–	–	﹤0.01%	403
2014 Q1	$15K	Hold	401	–	–	﹤0.01%	420
2013 Q4	$16K	Hold	401	–	–	﹤0.01%	392
2013 Q3	$13K	Hold	401	–	–	﹤0.01%	378
2013 Q2	$11K	Buy	+401	New	+$10.3K	﹤0.01%	402

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MYCIO Wealth Partners's BR Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Broadridge (BR) in Q4 2016, closing a stake of 776 shares — an estimated $53K sold.

MYCIO Wealth Partners first reported a position in BR in Q2 2013 and held it in 14 quarters. The position peaked at $53K in Q3 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

MYCIO Wealth Partners reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 776 Broadridge shares in Q4 2016, an estimated $53K.
MYCIO Wealth Partners first reported a position in Broadridge in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Broadridge position peaked at $53K in Q3 2016.
509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.