Berman Capital Advisors’s Employers Holdings EIG Stock Holding History

Berman Capital Advisors’s Portfolio EIG Stock Details EIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-38	Closed	-$1K	–	1520
2019 Q4	$1K	Hold	38	–	–	﹤0.01%	1315
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	1309
2019 Q2	$1K	Hold	38	–	–	﹤0.01%	1317
2019 Q1	$1K	Hold	38	–	–	﹤0.01%	1198
2018 Q4	$1K	Buy	+38	New	+$1.67K	﹤0.01%	980

Other funds holding EIG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's EIG Position: Q1 2020 in Review

Berman Capital Advisors sold out of Employers Holdings (EIG) in Q1 2020, closing a stake of 38 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in EIG in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 169 funds tracked by Wall St. Rank hold EIG as of Q1 2020.

Berman Capital Advisors reported no remaining Employers Holdings position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 38 Employers Holdings shares in Q1 2020, an estimated $1K.
Berman Capital Advisors first reported a position in Employers Holdings in Q4 2018 and held it in 5 quarters.
Berman Capital Advisors's Employers Holdings position peaked at $1K in Q4 2019.
169 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.