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BCWM
VR
Bartlett & Co Wealth Management’s
Validus Hold Ltd
VR
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
VR Stock Details
VR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-1,224
Closed
-$82.7K
–
746
2018
Q2
$82.7K
Hold
1,224
–
–
﹤0.01%
346
2018
Q1
$82.6K
Buy
+1,224
New
+$77.1K
﹤0.01%
356
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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