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R&F Capital Advisors’s Broadridge BR Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$392K Buy
5,764
+2,053
+55% +$139K 0.1% 320
2016
Q4 		$246K Buy
+3,711
New +$241K 0.09% 359

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

R&F Capital Advisors's BR Position: Q1 2017 in Review

R&F Capital Advisors increased its Broadridge (BR) stake by 55% in Q1 2017, buying an estimated $139K and bringing the position to 5,764 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #320.

R&F Capital Advisors first reported a position in BR in Q4 2016 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold BR as of Q1 2017.

  • R&F Capital Advisors held 5,764 shares of Broadridge worth $392K as of Q1 2017.
  • R&F Capital Advisors bought 2,053 Broadridge shares in Q1 2017, an estimated $139K.
  • Broadridge made up 0.1% of R&F Capital Advisors's portfolio in Q1 2017, its #320 holding.
  • R&F Capital Advisors first reported a position in Broadridge in Q4 2016 and has held it in 2 quarters since.
  • 499 funds tracked by Wall St. Rank held Broadridge as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.