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AllSquare Wealth Management’s Verisk Analytics VRSK Stock Holding History

AllSquare Wealth Management’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-192
Closed -$16K – 400
2016
Q4 		$16K Buy
192
+61
+47% +$5K 0.01% 209
2016
Q3 		$11K Buy
+131
New +$10.8K 0.01% 213

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JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's VRSK Position: Q1 2017 in Review

AllSquare Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2017, closing a stake of 192 shares — an estimated $16K sold.

AllSquare Wealth Management first reported a position in VRSK in Q3 2016 and held it in 2 quarters. The position peaked at $16K in Q4 2016. 490 funds tracked by Wall St. Rank hold VRSK as of Q1 2017.

  • AllSquare Wealth Management reported no remaining Verisk Analytics position as of Q1 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 192 Verisk Analytics shares in Q1 2017, an estimated $16K.
  • AllSquare Wealth Management first reported a position in Verisk Analytics in Q3 2016 and held it in 2 quarters.
  • AllSquare Wealth Management's Verisk Analytics position peaked at $16K in Q4 2016.
  • 490 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2017.

Based on AllSquare Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.