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Strategic Investment Advisors’s Broadridge BR Stock Holding History

Strategic Investment 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
-2,052
Closed -$258K – 159
2019
Q2 		$258K Buy
+2,052
New +$247K 0.14% 115

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

Strategic Investment Advisors's BR Position: Q3 2019 in Review

Strategic Investment Advisors sold out of Broadridge (BR) in Q3 2019, closing a stake of 2,052 shares — an estimated $258K sold.

Strategic Investment Advisors first reported a position in BR in Q2 2019 and held it in 1 quarter. The position peaked at $258K in Q2 2019. 690 funds tracked by Wall St. Rank hold BR as of Q3 2019.

  • Strategic Investment Advisors reported no remaining Broadridge position as of Q3 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,052 Broadridge shares in Q3 2019, an estimated $258K.
  • Strategic Investment Advisors first reported a position in Broadridge in Q2 2019 and held it in 1 quarter.
  • Strategic Investment Advisors's Broadridge position peaked at $258K in Q2 2019.
  • 690 funds tracked by Wall St. Rank held Broadridge as of Q3 2019.

Based on Strategic Investment Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.