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Columbia Partners Investment Management’s W.R. Berkley WRB Stock Holding History

Columbia Partners Investment Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-59,052
Closed -$896K – 361
2014
Q4 		$896K Sell
59,052
-5,036
-8% -$75.7K 0.05% 296
2014
Q3 		$907K Buy
+64,088
New +$889K 0.05% 292

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Columbia Partners Investment Management's WRB Position: Q1 2015 in Review

Columbia Partners Investment Management sold out of W.R. Berkley (WRB) in Q1 2015, closing a stake of 59,052 shares — an estimated $896K sold.

Columbia Partners Investment Management first reported a position in WRB in Q3 2014 and held it in 2 quarters. The position peaked at $907K in Q3 2014. 341 funds tracked by Wall St. Rank hold WRB as of Q1 2015.

  • Columbia Partners Investment Management reported no remaining W.R. Berkley position as of Q1 2015 after selling out during the quarter.
  • Columbia Partners Investment Management sold 59,052 W.R. Berkley shares in Q1 2015, an estimated $896K.
  • Columbia Partners Investment Management first reported a position in W.R. Berkley in Q3 2014 and held it in 2 quarters.
  • Columbia Partners Investment Management's W.R. Berkley position peaked at $907K in Q3 2014.
  • 341 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2015.

Based on Columbia Partners Investment Management's 13F filing for Q1 2015, filed 13 May 2015.