Buckley Wealth Management’s Insperity NSP Stock Holding History

Buckley Wealth Management’s Portfolio NSP Stock Details NSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,943	Closed	-$359K	–	147
2019 Q2	$359K	Sell	2,943 -49	-2%	-$5.9K	0.17%	110
2019 Q1	$370K	Sell	2,992 -10	-0.3%	-$1.14K	0.18%	102
2018 Q4	$280K	Sell	3,002 -76	-2%	-$7.9K	0.14%	121
2018 Q3	$363K	Sell	3,078 -92	-3%	-$10K	0.16%	119
2018 Q2	$302K	Buy	+3,170	New	+$273K	0.14%	130

Other funds holding NSP

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Buckley Wealth Management's NSP Position: Q3 2019 in Review

Buckley Wealth Management sold out of Insperity (NSP) in Q3 2019, closing a stake of 2,943 shares — an estimated $359K sold.

Buckley Wealth Management first reported a position in NSP in Q2 2018 and held it in 5 quarters. The position peaked at $370K in Q1 2019. 318 funds tracked by Wall St. Rank hold NSP as of Q3 2019.

Buckley Wealth Management reported no remaining Insperity position as of Q3 2019 after selling out during the quarter.
Buckley Wealth Management sold 2,943 Insperity shares in Q3 2019, an estimated $359K.
Buckley Wealth Management first reported a position in Insperity in Q2 2018 and held it in 5 quarters.
Buckley Wealth Management's Insperity position peaked at $370K in Q1 2019.
318 funds tracked by Wall St. Rank held Insperity as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.