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Simply Money Advisors’s Brown & Brown BRO Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-274
Closed -$4K – 150
2013
Q2 		$4K Buy
+274
New +$4.33K ﹤0.01% 273

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Simply Money Advisors's BRO Position: Q3 2013 in Review

Simply Money Advisors sold out of Brown & Brown (BRO) in Q3 2013, closing a stake of 274 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in BRO in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 251 funds tracked by Wall St. Rank hold BRO as of Q3 2013.

  • Simply Money Advisors reported no remaining Brown & Brown position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 274 Brown & Brown shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Brown & Brown in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Brown & Brown position peaked at $4K in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.