Broadview Advisors LLC Q1 2019 vs. Q2 2019 Stock Holdings: Which Stocks Did They Buy or Sell?

Broadview Advisors LLC Q1 2019 vs. Q2 2019 Stock Holdings comparison suggest the fund mixed up its holdings in Q2 2019. The detailed report on top buys and sells from the fund provides insights into the fund's investment decisions during the second quarter of 2019.

The report shows that Broadview Advisors LLC bought new shares of WillScot Corp (WSC), Chemical Finl Corp (TCF), and Natera Inc (NTRA) while reducing holdings in MGIC INV. Corp WIS(MTG), CommVault Systems Inc (CVLT), and Boston Beer Inc (SAM).

Overall, the top sectors invested in by Broadview Advisors LLC in Q2 2019 were financial and healthcare, with materials also making the list. The report highlights the top performers and losses while analyzing the percentage change in the value of the shares.

Broadview Advisors LLC is an asset management firm that deals in domestic and international stocks. The company has been in operation since 2001, and the Q1 2019 vs. Q2 2019 Stock Holdings report provides insights into how they have altered their portfolio.

Broadview Advisors LLC purchased 717,850 new shares of WillScot Corp (WSC) during the second quarter of 2019, worth $10.703 million. The firm's investment in WSC increased by 34.4%, indicating a bullish outlook for the company.

Chemical Finl Corp (TCF) was another company to which Broadview Advisors LLC bought new shares, worth $9.786 million. The total holding in TCF increased by 36%. Another healthcare stock purchased was Natera Inc (NTRA), with an investment worth $4.613 million. The total holding of NTRA increased by 30.8%.

On the other hand, Broadview Advisors LLC reduced their holdings in MGIC INV. Corp WIS(MTG) by 13.8% selling 181,975 shares during Q2 2019. CommVault Systems Inc (CVLT) was another company to lose favor, with Broadview Advisors LLC selling 2,975 shares and reducing their total holding by 24.4%.

Boston Beer Inc (SAM) was also among the companies with reduced interest as Broadview Advisors LLC sold 3,850 shares, taking their total holdings down by 5.5%.

Looking at the changes in the sectoral allocation, Broadview Advisors LLC increased its holding in the financial sector by 1.8%. Conversely, they decreased their exposure to the healthcare sector by 0.1% and to the technology sector by 0.3%.

Other significant changes in the holdings include the addition of Cardivascular Sys Inc Del (CSII), Marvell TechoGroup Ltd (MRVL), and several others. Meanwhile, Whiting Pete Corp New (WLL), Tivity Health Inc (TVTY), and a few more, faced a massive sell-off by Broadview Advisors LLC in the second quarter of 2019.

In conclusion, the Broadview Advisors LLC Q1 2019 vs. Q2 2019 Stock Holdings report is insightful in understanding the changing movements of the asset management industry. The report provides information on the top-performing stocks while offering a glimpse into the overall investment strategy of the fund.