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Cavalier Investments’s Insperity NSP Stock Holding History

Cavalier Investments’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
2017
Q1 		– Sell
-6,000
Closed -$213K – 174
2016
Q4 		$213K Hold
6,000
– – 0.14% 112
2016
Q3 		$218K Hold
6,000
– – 0.13% 115
2016
Q2 		$232K Buy
+6,000
New +$194K 0.14% 107

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cavalier Investments's NSP Position: Q1 2017 in Review

Cavalier Investments sold out of Insperity (NSP) in Q1 2017, closing a stake of 6,000 shares — an estimated $213K sold.

Cavalier Investments first reported a position in NSP in Q2 2016 and held it in 3 quarters. The position peaked at $232K in Q2 2016. 221 funds tracked by Wall St. Rank hold NSP as of Q1 2017.

  • Cavalier Investments reported no remaining Insperity position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 6,000 Insperity shares in Q1 2017, an estimated $213K.
  • Cavalier Investments first reported a position in Insperity in Q2 2016 and held it in 3 quarters.
  • Cavalier Investments's Insperity position peaked at $232K in Q2 2016.
  • 221 funds tracked by Wall St. Rank held Insperity as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.