BWM
VR

BerganKDV Wealth Management’s Validus Hold Ltd VR Stock Holding History

BerganKDV Wealth Management’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-110
Closed -$7K – 672
2018
Q2 		$7K Buy
+110
New +$7.44K ﹤0.01% 544
2018
Q1 		– Sell
-14,327
Closed -$672K – 210
2017
Q4 		$672K Buy
14,327
+668
+5% +$33K 0.16% 113
2017
Q3 		$672K Buy
13,659
+698
+5% +$35.4K 0.17% 110
2017
Q2 		$674K Buy
12,961
+169
+1% +$9.1K 0.19% 102
2017
Q1 		$721K Buy
12,792
+626
+5% +$35.7K 0.21% 98
2016
Q4 		$669K Sell
12,166
-785
-6% -$41.5K 0.22% 94
2016
Q3 		$645K Buy
12,951
+552
+4% +$27.4K 0.22% 94
2016
Q2 		$602K Buy
12,399
+3,824
+45% +$179K 0.26% 86
2016
Q1 		$405K Buy
+8,575
New +$385K 0.24% 102

BerganKDV Wealth Management's VR Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of Validus Hold Ltd (VR) in Q3 2018, closing a stake of 110 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in VR in Q1 2016 and held it in 9 quarters. The position peaked at $721K in Q1 2017. 0 funds tracked by Wall St. Rank hold VR as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining Validus Hold Ltd position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 110 Validus Hold Ltd shares in Q3 2018, an estimated $7K.
  • BerganKDV Wealth Management first reported a position in Validus Hold Ltd in Q1 2016 and held it in 9 quarters.
  • BerganKDV Wealth Management's Validus Hold Ltd position peaked at $721K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.