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Wealthfront’s Brown & Brown BRO Stock Holding History

Wealthfront’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-634
Closed -$10K – 383
2015
Q3 		$10K Buy
634
+12
+2% +$197 ﹤0.01% 952
2015
Q2 		$10K Buy
622
+284
+84% +$4.64K ﹤0.01% 822
2015
Q1 		$6K Buy
338
+334
+8,350% +$5.39K ﹤0.01% 736
2014
Q4 		$0 Buy
+4
New +$64 ﹤0.01% 706

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wealthfront's BRO Position: Q4 2015 in Review

Wealthfront sold out of Brown & Brown (BRO) in Q4 2015, closing a stake of 634 shares — an estimated $10K sold.

Wealthfront first reported a position in BRO in Q4 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2015. 233 funds tracked by Wall St. Rank hold BRO as of Q4 2015.

  • Wealthfront reported no remaining Brown & Brown position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 634 Brown & Brown shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in Brown & Brown in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Brown & Brown position peaked at $10K in Q3 2015.
  • 233 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.