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Wealthcare Capital Management’s Broadridge BR Stock Holding History

Wealthcare Capital Management’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
-17
Closed -$2K – 301
2019
Q4 		$2K Buy
+17
New +$2.08K ﹤0.01% 402
2015
Q3 		– Sell
-73
Closed -$4K – 258
2015
Q2 		$4K Hold
73
– – ﹤0.01% 278
2015
Q1 		$4K Buy
+73
New +$3.71K ﹤0.01% 675

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Janus Henderson Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.07B AUM 4.98% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's BR Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Broadridge (BR) in Q1 2020, closing a stake of 17 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in BR in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 17 Broadridge shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Broadridge in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Broadridge position peaked at $4K in Q2 2015.
  • 697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

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