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Calton & Associates’s Verisk Analytics VRSK Stock Holding History

Calton & Associates’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,850
Closed -$223K – 303
2018
Q3 		$223K Buy
+1,850
New +$215K 0.07% 248
2018
Q1 		– Sell
-1,849
Closed -$183K – 1249
2017
Q4 		$183K Buy
+1,849
New +$167K 0.05% 359

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Calton & Associates's VRSK Position: Q4 2018 in Review

Calton & Associates sold out of Verisk Analytics (VRSK) in Q4 2018, closing a stake of 1,850 shares — an estimated $223K sold.

Calton & Associates first reported a position in VRSK in Q4 2017 and held it in 2 quarters. The position peaked at $223K in Q3 2018. 599 funds tracked by Wall St. Rank hold VRSK as of Q4 2018.

  • Calton & Associates reported no remaining Verisk Analytics position as of Q4 2018 after selling out during the quarter.
  • Calton & Associates sold 1,850 Verisk Analytics shares in Q4 2018, an estimated $223K.
  • Calton & Associates first reported a position in Verisk Analytics in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Verisk Analytics position peaked at $223K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2018.

Based on Calton & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.