AG
IPCC

Aperio Group’s Infinity Property & Casualty C IPCC Stock Holding History

Aperio Group’s Portfolio IPCC Stock Details IPCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,962
Closed -$706K – 2325
2018
Q2 		$706K Buy
4,962
+73
+1% +$9.89K ﹤0.01% 1573
2018
Q1 		$579K Buy
4,889
+67
+1% +$7.41K ﹤0.01% 1620
2017
Q4 		$511K Buy
4,822
+214
+5% +$21.7K ﹤0.01% 1695
2017
Q3 		$434K Sell
4,608
-338
-7% -$31.4K ﹤0.01% 1729
2017
Q2 		$465K Buy
4,946
+218
+5% +$20.8K ﹤0.01% 1691
2017
Q1 		$452K Sell
4,728
-151
-3% -$13.7K ﹤0.01% 1607
2016
Q4 		$429K Buy
4,879
+1,367
+39% +$116K ﹤0.01% 1608
2016
Q3 		$290K Sell
3,512
-55
-2% -$4.55K ﹤0.01% 1736
2016
Q2 		$288K Sell
3,567
-55
-2% -$4.29K ﹤0.01% 1670
2016
Q1 		$292K Buy
3,622
+254
+8% +$19.9K ﹤0.01% 1676
2015
Q4 		$277K Buy
3,368
+368
+12% +$30.2K ﹤0.01% 1666
2015
Q3 		$242K Buy
3,000
+225
+8% +$17.5K ﹤0.01% 1672
2015
Q2 		$210K Sell
2,775
-2
-0.1% -$152 ﹤0.01% 1834
2015
Q1 		$228K Buy
+2,777
New +$212K ﹤0.01% 1748

Other funds holding IPCC

SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Aperio Group's IPCC Position: Q3 2018 in Review

Aperio Group sold out of Infinity Property & Casualty C (IPCC) in Q3 2018, closing a stake of 4,962 shares — an estimated $706K sold.

Aperio Group first reported a position in IPCC in Q1 2015 and held it in 14 quarters. The position peaked at $706K in Q2 2018. 3 funds tracked by Wall St. Rank hold IPCC as of Q3 2018.

  • Aperio Group reported no remaining Infinity Property & Casualty C position as of Q3 2018 after selling out during the quarter.
  • Aperio Group sold 4,962 Infinity Property & Casualty C shares in Q3 2018, an estimated $706K.
  • Aperio Group first reported a position in Infinity Property & Casualty C in Q1 2015 and held it in 14 quarters.
  • Aperio Group's Infinity Property & Casualty C position peaked at $706K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q3 2018.

Based on Aperio Group's 13F filing for Q3 2018, filed 18 Oct 2018.