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Paulson Wealth Management’s Brown & Brown BRO Stock Holding History

Paulson Wealth Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-140
Closed -$4K – 164
2017
Q4 		$4K Buy
+140
New +$3.52K ﹤0.01% 466

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Paulson Wealth Management's BRO Position: Q1 2018 in Review

Paulson Wealth Management sold out of Brown & Brown (BRO) in Q1 2018, closing a stake of 140 shares — an estimated $4K sold.

Paulson Wealth Management first reported a position in BRO in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 320 funds tracked by Wall St. Rank hold BRO as of Q1 2018.

  • Paulson Wealth Management reported no remaining Brown & Brown position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 140 Brown & Brown shares in Q1 2018, an estimated $4K.
  • Paulson Wealth Management first reported a position in Brown & Brown in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Brown & Brown position peaked at $4K in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.