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WFG Advisors’s Broadridge BR Stock Holding History

WFG 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
2017
Q2 		$14K Buy
187
+155
+484% +$11.2K ﹤0.01% 1039
2017
Q1 		$2K Sell
32
-86
-73% -$5.83K ﹤0.01% 1328
2016
Q4 		$8K Buy
118
+86
+269% +$5.59K ﹤0.01% 1158
2016
Q3 		$2K Hold
32
– – ﹤0.01% 1386
2016
Q2 		$2K Hold
32
– – ﹤0.01% 1365
2016
Q1 		$2K Hold
32
– – ﹤0.01% 1326
2015
Q4 		$2K Hold
32
– – ﹤0.01% 1352
2015
Q3 		$2K Hold
32
– – ﹤0.01% 1392
2015
Q2 		$2K Sell
32
-58
-64% -$3.09K ﹤0.01% 1467
2015
Q1 		$5K Buy
90
+1
+1% +$51 ﹤0.01% 1351
2014
Q4 		$4K Hold
89
– – ﹤0.01% 1684
2014
Q3 		$4K Buy
89
+57
+178% +$2.37K ﹤0.01% 1705
2014
Q2 		$1K Hold
32
– – ﹤0.01% 1886
2014
Q1 		$1K Sell
32
-287
-90% -$10.8K ﹤0.01% 1871
2013
Q4 		$13K Buy
319
+30
+10% +$1.08K ﹤0.01% 1491
2013
Q3 		$9K Hold
289
– – ﹤0.01% 1549
2013
Q2 		$8K Buy
+289
New +$7.43K ﹤0.01% 1523

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 $3.37T AUM 44.26% 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

WFG Advisors's BR Position: Q2 2017 in Review

WFG Advisors increased its Broadridge (BR) stake by 484% in Q2 2017, buying an estimated $11.2K and bringing the position to 187 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

WFG Advisors first reported a position in BR in Q2 2013 and has held it in 17 quarters since. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • WFG Advisors held 187 shares of Broadridge worth $14K as of Q2 2017.
  • WFG Advisors bought 155 Broadridge shares in Q2 2017, an estimated $11.2K.
  • Broadridge made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1039 holding.
  • WFG Advisors first reported a position in Broadridge in Q2 2013 and has held it in 17 quarters since.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.