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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Boston Trust Walden's IPCC Position: Q1 2018 in Review

Boston Trust Walden sold out of Infinity Property & Casualty C (IPCC) in Q1 2018, closing a stake of 134,810 shares — an estimated $14.3M sold.

Boston Trust Walden first reported a position in IPCC in Q1 2015 and held it in 12 quarters. The position peaked at $17.8M in Q4 2016. 161 funds tracked by Wall St. Rank hold IPCC as of Q1 2018.

  • Boston Trust Walden reported no remaining Infinity Property & Casualty C position as of Q1 2018 after selling out during the quarter.
  • Boston Trust Walden sold 134,810 Infinity Property & Casualty C shares in Q1 2018, an estimated $14.3M.
  • Boston Trust Walden first reported a position in Infinity Property & Casualty C in Q1 2015 and held it in 12 quarters.
  • Boston Trust Walden's Infinity Property & Casualty C position peaked at $17.8M in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q1 2018.

Based on Boston Trust Walden's 13F filing for Q1 2018, filed 13 Apr 2018.