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AmeriServ Wealth Advisors’s Insperity NSP Stock Holding History

AmeriServ Wealth Advisors’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
2014
Q1 		– Sell
-20,200
Closed -$365K – 161
2013
Q4 		$365K Hold
20,200
– – 0.22% 119
2013
Q3 		$380K Buy
20,200
+600
+3% +$10.1K 0.24% 118
2013
Q2 		$297K Buy
+19,600
New +$286K 0.19% 136

Other funds holding NSP

SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AmeriServ Wealth Advisors's NSP Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Insperity (NSP) in Q1 2014, closing a stake of 20,200 shares — an estimated $365K sold.

AmeriServ Wealth Advisors first reported a position in NSP in Q2 2013 and held it in 3 quarters. The position peaked at $380K in Q3 2013. 131 funds tracked by Wall St. Rank hold NSP as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining Insperity position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 20,200 Insperity shares in Q1 2014, an estimated $365K.
  • AmeriServ Wealth Advisors first reported a position in Insperity in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's Insperity position peaked at $380K in Q3 2013.
  • 131 funds tracked by Wall St. Rank held Insperity as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.