BTW
IPCC

Boston Trust Walden’s Infinity Property & Casualty C IPCC Stock Holding History

Boston Trust Walden’s Portfolio IPCC Stock Details IPCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-134,810
Closed -$14.3M – 395
2017
Q4 		$14.3M Sell
134,810
-3,042
-2% -$309K 0.21% 140
2017
Q3 		$13M Sell
137,852
-2,190
-2% -$203K 0.2% 150
2017
Q2 		$13.2M Sell
140,042
-42,066
-23% -$4.02M 0.21% 140
2017
Q1 		$17.4M Sell
182,108
-20,130
-10% -$1.83M 0.27% 129
2016
Q4 		$17.8M Sell
202,238
-7,937
-4% -$674K 0.28% 133
2016
Q3 		$17.4M Buy
210,175
+1,391
+0.7% +$115K 0.29% 134
2016
Q2 		$16.8M Sell
208,784
-169
-0.1% -$13.2K 0.29% 131
2016
Q1 		$16.8M Buy
208,953
+41,584
+25% +$3.25M 0.29% 135
2015
Q4 		$13.8M Sell
167,369
-2,281
-1% -$187K 0.26% 154
2015
Q3 		$13.7M Sell
169,650
-7,211
-4% -$561K 0.23% 168
2015
Q2 		$13.4M Buy
176,861
+19,109
+12% +$1.45M 0.2% 168
2015
Q1 		$12.9M Buy
+157,752
New +$12M 0.19% 165

Other funds holding IPCC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM