Calton & Associates’s Insperity NSP Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-206	Closed	-$12K	–	963
2017 Q4	$12K	Buy	+206	New	+$10.9K	﹤0.01%	1020

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Calton & Associates's NSP Position: Q1 2018 in Review

Calton & Associates sold out of Insperity (NSP) in Q1 2018, closing a stake of 206 shares — an estimated $12K sold.

Calton & Associates first reported a position in NSP in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 271 funds tracked by Wall St. Rank hold NSP as of Q1 2018.

Calton & Associates reported no remaining Insperity position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 206 Insperity shares in Q1 2018, an estimated $12K.
Calton & Associates first reported a position in Insperity in Q4 2017 and held it in 1 quarter.
Calton & Associates's Insperity position peaked at $12K in Q4 2017.
271 funds tracked by Wall St. Rank held Insperity as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.