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Wedge Capital Management’s Broadridge BR Stock Holding History

Wedge 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
2017
Q2 		– Sell
-10,148
Closed -$690K – 563
2017
Q1 		$690K Sell
10,148
-13
-0.1% -$881 0.01% 381
2016
Q4 		$674K Sell
10,161
-1,526
-13% -$99.2K 0.01% 385
2016
Q3 		$792K Sell
11,687
-4,277
-27% -$292K 0.01% 357
2016
Q2 		$1.04M Buy
15,964
+333
+2% +$20.6K 0.01% 312
2016
Q1 		$927K Sell
15,631
-2,344
-13% -$128K 0.01% 328
2015
Q4 		$966K Buy
17,975
+4,075
+29% +$229K 0.01% 333
2015
Q3 		$769K Buy
13,900
+800
+6% +$43K 0.01% 366
2015
Q2 		$655K Buy
13,100
+1,100
+9% +$58.6K 0.01% 401
2015
Q1 		$660K Sell
12,000
-1,800
-13% -$91.4K 0.01% 396
2014
Q4 		$637K Sell
13,800
-1,625
-11% -$71.1K 0.01% 410
2014
Q3 		$642K Buy
15,425
+2,100
+16% +$87.3K 0.01% 389
2014
Q2 		$555K Buy
13,325
+5,450
+69% +$213K 0.01% 424
2014
Q1 		$292K Sell
7,875
-425
-5% -$15.9K ﹤0.01% 446
2013
Q4 		$328K Buy
8,300
+1,300
+19% +$47K ﹤0.01% 421
2013
Q3 		$222K Buy
+7,000
New +$208K ﹤0.01% 458

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wedge Capital Management's BR Position: Q2 2017 in Review

Wedge Capital Management sold out of Broadridge (BR) in Q2 2017, closing a stake of 10,148 shares — an estimated $690K sold.

Wedge Capital Management first reported a position in BR in Q3 2013 and held it in 15 quarters. The position peaked at $1.04M in Q2 2016. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • Wedge Capital Management reported no remaining Broadridge position as of Q2 2017 after selling out during the quarter.
  • Wedge Capital Management sold 10,148 Broadridge shares in Q2 2017, an estimated $690K.
  • Wedge Capital Management first reported a position in Broadridge in Q3 2013 and held it in 15 quarters.
  • Wedge Capital Management's Broadridge position peaked at $1.04M in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on Wedge Capital Management's 13F filing for Q2 2017, filed 2 Aug 2017.