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Cavalier Investments’s James River Group Holdings JRVR Stock Holding History

Cavalier Investments’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,700
Closed -$206K – 141
2016
Q3 		$206K Buy
+5,700
New +$200K 0.13% 121

Other funds holding JRVR

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cavalier Investments's JRVR Position: Q4 2016 in Review

Cavalier Investments sold out of James River Group Holdings (JRVR) in Q4 2016, closing a stake of 5,700 shares — an estimated $206K sold.

Cavalier Investments first reported a position in JRVR in Q3 2016 and held it in 1 quarter. The position peaked at $206K in Q3 2016. 143 funds tracked by Wall St. Rank hold JRVR as of Q4 2016.

  • Cavalier Investments reported no remaining James River Group Holdings position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 5,700 James River Group Holdings shares in Q4 2016, an estimated $206K.
  • Cavalier Investments first reported a position in James River Group Holdings in Q3 2016 and held it in 1 quarter.
  • Cavalier Investments's James River Group Holdings position peaked at $206K in Q3 2016.
  • 143 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.