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Turner Investments’s Broadridge BR Stock Holding History

Turner Investments’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
2016
Q4 		– Sell
-22,000
Closed -$1.49M – 267
2016
Q3 		$1.49M Buy
+22,000
New +$1.5M 0.49% 70
2016
Q2 		– Sell
-11,000
Closed -$652K – 207
2016
Q1 		$652K Buy
+11,000
New +$600K 0.18% 144

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Turner Investments's BR Position: Q4 2016 in Review

Turner Investments sold out of Broadridge (BR) in Q4 2016, closing a stake of 22,000 shares — an estimated $1.49M sold.

Turner Investments first reported a position in BR in Q1 2016 and held it in 2 quarters. The position peaked at $1.49M in Q3 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Turner Investments reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Turner Investments sold 22,000 Broadridge shares in Q4 2016, an estimated $1.49M.
  • Turner Investments first reported a position in Broadridge in Q1 2016 and held it in 2 quarters.
  • Turner Investments's Broadridge position peaked at $1.49M in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Turner Investments's 13F filing for Q4 2016, filed 8 Feb 2017.