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Wright Investors Service’s Broadridge BR Stock Holding History

Wright Investors Service’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
-10,175
Closed -$690K – 228
2016
Q3 		$690K Sell
10,175
-575
-5% -$39.2K 0.29% 107
2016
Q2 		$701K Buy
10,750
+420
+4% +$26K 0.29% 112
2016
Q1 		$613K Buy
10,330
+325
+3% +$17.7K 0.24% 133
2015
Q4 		$538K Buy
10,005
+590
+6% +$33.1K 0.2% 169
2015
Q3 		$521K Sell
9,415
-2
-0% -$107 0.24% 128
2015
Q2 		$471K Sell
9,417
-685
-7% -$36.5K 0.22% 132
2015
Q1 		$556K Buy
10,102
+460
+5% +$23.4K 0.27% 118
2014
Q4 		$445K Buy
+9,642
New +$422K 0.22% 148

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 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $544B AUM 28.31% 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

Wright Investors Service's BR Position: Q4 2016 in Review

Wright Investors Service sold out of Broadridge (BR) in Q4 2016, closing a stake of 10,175 shares — an estimated $690K sold.

Wright Investors Service first reported a position in BR in Q4 2014 and held it in 8 quarters. The position peaked at $701K in Q2 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Wright Investors Service reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Wright Investors Service sold 10,175 Broadridge shares in Q4 2016, an estimated $690K.
  • Wright Investors Service first reported a position in Broadridge in Q4 2014 and held it in 8 quarters.
  • Wright Investors Service's Broadridge position peaked at $701K in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Wright Investors Service's 13F filing for Q4 2016, filed 27 Jan 2017.