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TRUE Private Wealth Advisors’s Broadridge BR Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-214
Closed -$28.3K – 322
2018
Q3 		$28.3K Buy
+214
New +$27.2K ﹤0.01% 553

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TRUE Private Wealth Advisors's BR Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Broadridge (BR) in Q4 2018, closing a stake of 214 shares — an estimated $28.3K sold.

TRUE Private Wealth Advisors first reported a position in BR in Q3 2018 and held it in 1 quarter. The position peaked at $28.3K in Q3 2018. 709 funds tracked by Wall St. Rank hold BR as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 214 Broadridge shares in Q4 2018, an estimated $28.3K.
  • TRUE Private Wealth Advisors first reported a position in Broadridge in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Broadridge position peaked at $28.3K in Q3 2018.
  • 709 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.