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Albion Financial Group’s Insperity NSP Stock Holding History

Albion Financial Group’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,716
Closed -$238K – 198
2017
Q2 		$238K Buy
6,716
+120
+2% +$4.86K 0.04% 171
2017
Q1 		$292K Buy
+6,596
New +$262K 0.04% 155

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Albion Financial Group's NSP Position: Q3 2017 in Review

Albion Financial Group sold out of Insperity (NSP) in Q3 2017, closing a stake of 6,716 shares — an estimated $238K sold.

Albion Financial Group first reported a position in NSP in Q1 2017 and held it in 2 quarters. The position peaked at $292K in Q1 2017. 218 funds tracked by Wall St. Rank hold NSP as of Q3 2017.

  • Albion Financial Group reported no remaining Insperity position as of Q3 2017 after selling out during the quarter.
  • Albion Financial Group sold 6,716 Insperity shares in Q3 2017, an estimated $238K.
  • Albion Financial Group first reported a position in Insperity in Q1 2017 and held it in 2 quarters.
  • Albion Financial Group's Insperity position peaked at $292K in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Insperity as of Q3 2017.

Based on Albion Financial Group's 13F filing for Q3 2017, filed 9 Nov 2017.