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Ullmann Wealth Partners Group’s Broadridge BR Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q2 		– Sell
-270
Closed -$18K – 157
2017
Q1 		$18K Buy
+270
New +$18.3K 0.01% 110

Other funds holding BR

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Vanguard Group
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ullmann Wealth Partners Group's BR Position: Q2 2017 in Review

Ullmann Wealth Partners Group sold out of Broadridge (BR) in Q2 2017, closing a stake of 270 shares — an estimated $18K sold.

Ullmann Wealth Partners Group first reported a position in BR in Q1 2017 and held it in 1 quarter. The position peaked at $18K in Q1 2017. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • Ullmann Wealth Partners Group reported no remaining Broadridge position as of Q2 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 270 Broadridge shares in Q2 2017, an estimated $18K.
  • Ullmann Wealth Partners Group first reported a position in Broadridge in Q1 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Broadridge position peaked at $18K in Q1 2017.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2017, filed 24 Jul 2017.