TD Capital Management’s Brown & Brown BRO Stock Holding History

TD Capital Management’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
2017 Q4	–	Sell	-220	Closed	-$5K	–	190
2017 Q3	$5K	Buy	+220	New	+$4.94K	﹤0.01%	174

Other funds holding BRO

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TD Capital Management's BRO Position: Q4 2017 in Review

TD Capital Management sold out of Brown & Brown (BRO) in Q4 2017, closing a stake of 220 shares — an estimated $5K sold.

TD Capital Management first reported a position in BRO in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 291 funds tracked by Wall St. Rank hold BRO as of Q4 2017.

TD Capital Management reported no remaining Brown & Brown position as of Q4 2017 after selling out during the quarter.
TD Capital Management sold 220 Brown & Brown shares in Q4 2017, an estimated $5K.
TD Capital Management first reported a position in Brown & Brown in Q3 2017 and held it in 1 quarter.
TD Capital Management's Brown & Brown position peaked at $5K in Q3 2017.
291 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2017.

Based on TD Capital Management's 13F filing for Q4 2017, filed 9 Feb 2018.