Archford Capital Strategies’s W.R. Berkley WRB Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-44	Closed	-$1K	–	684
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	654
2018 Q1	$1K	Buy	+44	New	+$918	﹤0.01%	616
2017 Q2	–	Sell	-44	Closed	-$1K	–	629
2017 Q1	$1K	Buy	+44	New	+$905	﹤0.01%	679
2016 Q4	–	Sell	-44	Closed	–	–	753
2016 Q3	$0	Hold	44	–	–	﹤0.01%	727
2016 Q2	$1K	Buy	+44	New	+$732	﹤0.01%	674
2016 Q1	–	Sell	-44	Closed	-$1K	–	612
2015 Q4	$1K	Hold	44	–	–	﹤0.01%	800
2015 Q3	$1K	Hold	44	–	–	﹤0.01%	648
2015 Q2	$1K	Hold	44	–	–	﹤0.01%	626
2015 Q1	$657	Hold	44	–	–	﹤0.01%	672
2014 Q4	$1K	Hold	44	–	–	﹤0.01%	655
2014 Q3	$1K	Hold	44	–	–	﹤0.01%	652
2014 Q2	$602	Hold	44	–	–	﹤0.01%	837
2014 Q1	$541	Buy	+44	New	+$532	﹤0.01%	800

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

ACM

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

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

Archford Capital Strategies's WRB Position: Q3 2018 in Review

Archford Capital Strategies sold out of W.R. Berkley (WRB) in Q3 2018, closing a stake of 44 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in WRB in Q1 2014 and held it in 13 quarters. The position peaked at $1K in Q2 2018. 392 funds tracked by Wall St. Rank hold WRB as of Q3 2018.

Archford Capital Strategies reported no remaining W.R. Berkley position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 44 W.R. Berkley shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in W.R. Berkley in Q1 2014 and held it in 13 quarters.
Archford Capital Strategies's W.R. Berkley position peaked at $1K in Q2 2018.
392 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.