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Broadridge Financial Solutions shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $35k 320 109.38
2017-12-31 $29k 320 90.62
2017-09-30 $26k 320 81.25
2017-06-30 $24k 320 75.00
2017-03-31 $21k 320 65.62
2016-12-31 $21k 320 65.62
2016-09-30 $21k 320 65.62
2016-06-30 $20k 320 62.50
2016-03-31 $18k 320 56.25
2015-12-31 $17k 320 53.12

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iShares S&P 500 Index (IVV)
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Vanguard Mid-Cap ETF (VO)
Ishares Tr usa min vo (USMV)
Vanguard Large-Cap ETF (VV)
Ishares Tr fltg rate nt (FLOT)
Materials SPDR (XLB)
Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Parnassus Investments

View all funds holding Broadridge Financial Solutions