Claraphi Advisory Network’s Palomar PLMR Stock Holding History

Claraphi Advisory Network’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-403	Closed	-$23K	–	945
2020 Q1	$23K	Buy	+403	New	+$21.1K	0.01%	602

Other funds holding PLMR

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Claraphi Advisory Network's PLMR Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Palomar (PLMR) in Q2 2020, closing a stake of 403 shares — an estimated $23K sold.

Claraphi Advisory Network first reported a position in PLMR in Q1 2020 and held it in 1 quarter. The position peaked at $23K in Q1 2020. 185 funds tracked by Wall St. Rank hold PLMR as of Q2 2020.

Claraphi Advisory Network reported no remaining Palomar position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 403 Palomar shares in Q2 2020, an estimated $23K.
Claraphi Advisory Network first reported a position in Palomar in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Palomar position peaked at $23K in Q1 2020.
185 funds tracked by Wall St. Rank held Palomar as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.