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Crow Point Partners’s W.R. Berkley WRB Stock Holding History

Crow Point Partners’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
2018
Q2 		– Sell
-2,538
Closed -$55K – 242
2018
Q1 		$55K Hold
2,538
– – 0.01% 189
2017
Q4 		$54K Sell
2,538
-13,088
-84% -$267K 0.01% 202
2017
Q3 		$309K Buy
15,626
+4,465
+40% +$89.4K 0.05% 127
2017
Q2 		$229K Buy
+11,161
New +$226K 0.04% 121

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crow Point Partners's WRB Position: Q2 2018 in Review

Crow Point Partners sold out of W.R. Berkley (WRB) in Q2 2018, closing a stake of 2,538 shares — an estimated $55K sold.

Crow Point Partners first reported a position in WRB in Q2 2017 and held it in 4 quarters. The position peaked at $309K in Q3 2017. 384 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

  • Crow Point Partners reported no remaining W.R. Berkley position as of Q2 2018 after selling out during the quarter.
  • Crow Point Partners sold 2,538 W.R. Berkley shares in Q2 2018, an estimated $55K.
  • Crow Point Partners first reported a position in W.R. Berkley in Q2 2017 and held it in 4 quarters.
  • Crow Point Partners's W.R. Berkley position peaked at $309K in Q3 2017.
  • 384 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.