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Woodmont Investment Counsel’s Broadridge BR Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-222
Closed -$15K – 242
2016
Q3 		$15K Buy
+222
New +$15.2K ﹤0.01% 406
2016
Q2 		– Sell
-222
Closed -$13K – 218
2016
Q1 		$13K Hold
222
– – ﹤0.01% 389
2015
Q4 		$12K Hold
222
– – ﹤0.01% 405
2015
Q3 		$12K Hold
222
– – ﹤0.01% 411
2015
Q2 		$11K Buy
+222
New +$11.8K ﹤0.01% 417

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodmont Investment Counsel's BR Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Broadridge (BR) in Q4 2016, closing a stake of 222 shares — an estimated $15K sold.

Woodmont Investment Counsel first reported a position in BR in Q2 2015 and held it in 5 quarters. The position peaked at $15K in Q3 2016. 510 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 222 Broadridge shares in Q4 2016, an estimated $15K.
  • Woodmont Investment Counsel first reported a position in Broadridge in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Broadridge position peaked at $15K in Q3 2016.
  • 510 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.