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Sterne Agee Group’s Broadridge BR Stock Holding History

Sterne Agee Group’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
2015
Q1 		$659K Buy
+12,093
New +$614K 0.1% 246

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sterne Agee Group's BR Position: Q1 2015 in Review

Sterne Agee Group opened a new position in Broadridge (BR) in Q1 2015: 12,093 shares worth $659K. The stake represents 0.1% of the portfolio and ranks #246 among its holdings.

415 funds tracked by Wall St. Rank hold BR as of Q1 2015.

  • Sterne Agee Group held 12,093 shares of Broadridge worth $659K as of Q1 2015.
  • Broadridge was a new Sterne Agee Group position in Q1 2015.
  • Broadridge made up 0.1% of Sterne Agee Group's portfolio in Q1 2015, its #246 holding.
  • 415 funds tracked by Wall St. Rank held Broadridge as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.