Wealthcare Advisory Partners’s Broadridge BR Stock Holding History

Wealthcare Advisory Partners’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
2020 Q1	–	Sell	-77	Closed	-$10K	–	1483
2019 Q4	$10K	Hold	77	–	–	﹤0.01%	930
2019 Q3	$10K	Hold	77	–	–	﹤0.01%	914
2019 Q2	$10K	Buy	77 +1	+1%	+$120	﹤0.01%	895
2019 Q1	$8K	Hold	76	–	–	﹤0.01%	856
2018 Q4	$7K	Hold	76	–	–	﹤0.01%	854
2018 Q3	$10K	Sell	76 -592	-89%	-$75.1K	﹤0.01%	835
2018 Q2	$77K	Buy	668 +1	+0.1%	+$113	0.02%	376
2018 Q1	$73K	Hold	667	–	–	0.02%	334
2017 Q4	$60K	Buy	+667	New	+$58.2K	0.02%	342

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Advisory Partners's BR Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Broadridge (BR) in Q1 2020, closing a stake of 77 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in BR in Q4 2017 and held it in 9 quarters. The position peaked at $77K in Q2 2018. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

Wealthcare Advisory Partners reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 77 Broadridge shares in Q1 2020, an estimated $10K.
Wealthcare Advisory Partners first reported a position in Broadridge in Q4 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Broadridge position peaked at $77K in Q2 2018.
697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.