WT
BR icon

Wilmington Trust’s Broadridge BR Stock Holding History

Wilmington Trust’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
2014
Q2 		$795K Buy
19,093
+911
+5% +$35.7K 0.01% 437
2014
Q1 		$676K Sell
18,182
-26,360
-59% -$988K 0.01% 443
2013
Q4 		$1.76M Sell
44,542
-961
-2% -$34.7K 0.03% 265
2013
Q3 		$1.44M Buy
45,503
+27,999
+160% +$832K 0.03% 284
2013
Q2 		$466K Buy
+17,504
New +$450K 0.01% 476

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Wilmington Trust's BR Position: Q2 2014 in Review

Wilmington Trust increased its Broadridge (BR) stake by 5% in Q2 2014, buying an estimated $35.7K and bringing the position to 19,093 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #437.

Wilmington Trust first reported a position in BR in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.76M in Q4 2013. 367 funds tracked by Wall St. Rank hold BR as of Q2 2014.

  • Wilmington Trust held 19,093 shares of Broadridge worth $795K as of Q2 2014.
  • Wilmington Trust bought 911 Broadridge shares in Q2 2014, an estimated $35.7K.
  • Broadridge made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #437 holding.
  • Wilmington Trust first reported a position in Broadridge in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Broadridge position peaked at $1.76M in Q4 2013.
  • 367 funds tracked by Wall St. Rank held Broadridge as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.