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Robert N. Shapiro’s Broadridge BR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$179K Hold
3,873
– – 0.04% 269
2014
Q3 		$162K Hold
3,873
– – 0.03% 301
2014
Q2 		$162K Hold
3,873
– – 0.03% 302
2014
Q1 		$144K Hold
3,873
– – 0.03% 310
2013
Q4 		$153K Sell
3,873
-2,450
-39% -$88.5K 0.03% 301
2013
Q3 		$202K Buy
6,323
+2,950
+87% +$87.7K 0.04% 270
2013
Q2 		$89K Buy
+3,373
New +$86.8K 0.02% 418

Other funds holding BR

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Robert N. Shapiro's BR Position: Q4 2014 in Review

Robert N. Shapiro held its Broadridge (BR) position steady in Q4 2014 at 3,873 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #269.

Robert N. Shapiro first reported a position in BR in Q2 2013 and has held it in 7 quarters since. The position peaked at $202K in Q3 2013. 388 funds tracked by Wall St. Rank hold BR as of Q4 2014.

  • Robert N. Shapiro held 3,873 shares of Broadridge worth $179K as of Q4 2014.
  • Robert N. Shapiro left its Broadridge share count unchanged in Q4 2014.
  • Broadridge made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #269 holding.
  • Robert N. Shapiro first reported a position in Broadridge in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Broadridge position peaked at $202K in Q3 2013.
  • 388 funds tracked by Wall St. Rank held Broadridge as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.