Acorn Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Acorn Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-111	Closed	-$3K	–	791
2018 Q1	$3K	Hold	111	–	–	﹤0.01%	696
2017 Q4	$2K	Buy	+111	New	+$2.27K	﹤0.01%	725

Other funds holding WRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Wealth Advisors's WRB Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2018, closing a stake of 111 shares — an estimated $3K sold.

Acorn Wealth Advisors first reported a position in WRB in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 383 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

Acorn Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 111 W.R. Berkley shares in Q2 2018, an estimated $3K.
Acorn Wealth Advisors first reported a position in W.R. Berkley in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's W.R. Berkley position peaked at $3K in Q1 2018.
383 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.