Strategic Wealth Partners’s Broadridge BR Stock Holding History

Strategic Wealth Partners’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
2018 Q2	–	Sell	-39	Closed	-$4K	–	760
2018 Q1	$4K	Hold	39	–	–	﹤0.01%	669
2017 Q4	$4K	Buy	+39	New	+$3.4K	﹤0.01%	625

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's BR Position: Q2 2018 in Review

Strategic Wealth Partners sold out of Broadridge (BR) in Q2 2018, closing a stake of 39 shares — an estimated $4K sold.

Strategic Wealth Partners first reported a position in BR in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 682 funds tracked by Wall St. Rank hold BR as of Q2 2018.

Strategic Wealth Partners reported no remaining Broadridge position as of Q2 2018 after selling out during the quarter.
Strategic Wealth Partners sold 39 Broadridge shares in Q2 2018, an estimated $4K.
Strategic Wealth Partners first reported a position in Broadridge in Q4 2017 and held it in 2 quarters.
Strategic Wealth Partners's Broadridge position peaked at $4K in Q1 2018.
682 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.