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Berman Capital Advisors’s Safety Insurance SAFT Stock Holding History

Berman Capital Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-90
Closed -$7K – 1789
2020
Q1 		$7K Hold
90
– – ﹤0.01% 797
2019
Q4 		$8K Hold
90
– – ﹤0.01% 838
2019
Q3 		$9K Hold
90
– – ﹤0.01% 755
2019
Q2 		$8K Hold
90
– – ﹤0.01% 820
2019
Q1 		$7K Buy
+90
New +$7.71K ﹤0.01% 784

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berman Capital Advisors's SAFT Position: Q2 2020 in Review

Berman Capital Advisors sold out of Safety Insurance (SAFT) in Q2 2020, closing a stake of 90 shares — an estimated $7K sold.

Berman Capital Advisors first reported a position in SAFT in Q1 2019 and held it in 5 quarters. The position peaked at $9K in Q3 2019. 157 funds tracked by Wall St. Rank hold SAFT as of Q2 2020.

  • Berman Capital Advisors reported no remaining Safety Insurance position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 90 Safety Insurance shares in Q2 2020, an estimated $7K.
  • Berman Capital Advisors first reported a position in Safety Insurance in Q1 2019 and held it in 5 quarters.
  • Berman Capital Advisors's Safety Insurance position peaked at $9K in Q3 2019.
  • 157 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.