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Semmax Financial Advisors’s Broadridge BR Stock Holding History

Semmax Financial 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
2019
Q3 		– Sell
-20
Closed -$3K – 280
2019
Q2 		$3K Sell
20
-117
-85% -$14.1K ﹤0.01% 247
2019
Q1 		$14K Sell
137
-109
-44% -$10.9K 0.01% 292
2018
Q4 		$24K Buy
+246
New +$26.6K 0.02% 253

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Semmax Financial Advisors's BR Position: Q3 2019 in Review

Semmax Financial Advisors sold out of Broadridge (BR) in Q3 2019, closing a stake of 20 shares — an estimated $3K sold.

Semmax Financial Advisors first reported a position in BR in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q4 2018. 690 funds tracked by Wall St. Rank hold BR as of Q3 2019.

  • Semmax Financial Advisors reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
  • Semmax Financial Advisors sold 20 Broadridge shares in Q3 2019, an estimated $3K.
  • Semmax Financial Advisors first reported a position in Broadridge in Q4 2018 and held it in 3 quarters.
  • Semmax Financial Advisors's Broadridge position peaked at $24K in Q4 2018.
  • 690 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Semmax Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.