WIL
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Winifred I. Li’s Broadridge BR Stock Holding History

Winifred I. Li’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
Q3 		– Sell
-2,840
Closed -$118K – 451
2014
Q2 		$118K Hold
2,840
– – 0.1% 172
2014
Q1 		$105K Hold
2,840
– – 0.09% 184
2013
Q4 		$112K Hold
2,840
– – 0.1% 170
2013
Q3 		$90K Hold
2,840
– – 0.08% 196
2013
Q2 		$75K Buy
+2,840
New +$73.1K 0.07% 218

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Winifred I. Li's BR Position: Q3 2014 in Review

Winifred I. Li sold out of Broadridge (BR) in Q3 2014, closing a stake of 2,840 shares — an estimated $118K sold.

Winifred I. Li first reported a position in BR in Q2 2013 and held it in 5 quarters. The position peaked at $118K in Q2 2014. 369 funds tracked by Wall St. Rank hold BR as of Q3 2014.

  • Winifred I. Li reported no remaining Broadridge position as of Q3 2014 after selling out during the quarter.
  • Winifred I. Li sold 2,840 Broadridge shares in Q3 2014, an estimated $118K.
  • Winifred I. Li first reported a position in Broadridge in Q2 2013 and held it in 5 quarters.
  • Winifred I. Li's Broadridge position peaked at $118K in Q2 2014.
  • 369 funds tracked by Wall St. Rank held Broadridge as of Q3 2014.

Based on Winifred I. Li's 13F filing for Q3 2014, filed 21 Oct 2014.