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Shine Investment Advisory Services’s Broadridge BR Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$5K Hold
39
– – ﹤0.01% 623
2020
Q2 		$5K Hold
39
– – ﹤0.01% 631
2020
Q1 		$4K Hold
39
– – ﹤0.01% 627
2019
Q4 		$5K Buy
+39
New +$4.77K ﹤0.01% 656

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shine Investment Advisory Services's BR Position: Q3 2020 in Review

Shine Investment Advisory Services held its Broadridge (BR) position steady in Q3 2020 at 39 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Shine Investment Advisory Services first reported a position in BR in Q4 2019 and has held it in 4 quarters since. 742 funds tracked by Wall St. Rank hold BR as of Q3 2020.

  • Shine Investment Advisory Services held 39 shares of Broadridge worth $5K as of Q3 2020.
  • Shine Investment Advisory Services left its Broadridge share count unchanged in Q3 2020.
  • Broadridge made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #623 holding.
  • Shine Investment Advisory Services first reported a position in Broadridge in Q4 2019 and has held it in 4 quarters since.
  • 742 funds tracked by Wall St. Rank held Broadridge as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.