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Telemus Capital’s Broadridge BR Stock Holding History

Telemus Capital’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
Q1 		– Sell
-264
Closed -$24K – 428
2017
Q4 		$24K Buy
+264
New +$23K ﹤0.01% 457

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Telemus Capital's BR Position: Q1 2018 in Review

Telemus Capital sold out of Broadridge (BR) in Q1 2018, closing a stake of 264 shares — an estimated $24K sold.

Telemus Capital first reported a position in BR in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 629 funds tracked by Wall St. Rank hold BR as of Q1 2018.

  • Telemus Capital reported no remaining Broadridge position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 264 Broadridge shares in Q1 2018, an estimated $24K.
  • Telemus Capital first reported a position in Broadridge in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Broadridge position peaked at $24K in Q4 2017.
  • 629 funds tracked by Wall St. Rank held Broadridge as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.