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Vantage Investment Advisors’s Broadridge BR Stock Holding History

Vantage Investment 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
Q3 		$2K Buy
+12
New +$1.52K ﹤0.01% 696
2016
Q4 		– Sell
-30
Closed -$2K – 805
2016
Q3 		$2K Hold
30
– – ﹤0.01% 680
2016
Q2 		$2K Buy
+30
New +$1.86K ﹤0.01% 713

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vantage Investment Advisors's BR Position: Q3 2018 in Review

Vantage Investment Advisors opened a new position in Broadridge (BR) in Q3 2018: 12 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Vantage Investment Advisors previously reported a position in BR as recently as Q3 2016.

Vantage Investment Advisors first reported a position in BR in Q2 2016 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold BR as of Q3 2018.

  • Vantage Investment Advisors held 12 shares of Broadridge worth $2K as of Q3 2018.
  • Broadridge was a new Vantage Investment Advisors position in Q3 2018.
  • Broadridge made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #696 holding.
  • Vantage Investment Advisors first reported a position in Broadridge in Q2 2016 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Broadridge as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.