CX Institutional’s Insperity NSP Stock Holding History

CX Institutional’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
2020 Q3	–	Sell	-26	Closed	-$2K	–	906
2020 Q2	$2K	Buy	+26	New	+$1.3K	﹤0.01%	757

Other funds holding NSP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CX Institutional's NSP Position: Q3 2020 in Review

CX Institutional sold out of Insperity (NSP) in Q3 2020, closing a stake of 26 shares — an estimated $2K sold.

CX Institutional first reported a position in NSP in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 260 funds tracked by Wall St. Rank hold NSP as of Q3 2020.

CX Institutional reported no remaining Insperity position as of Q3 2020 after selling out during the quarter.
CX Institutional sold 26 Insperity shares in Q3 2020, an estimated $2K.
CX Institutional first reported a position in Insperity in Q2 2020 and held it in 1 quarter.
CX Institutional's Insperity position peaked at $2K in Q2 2020.
260 funds tracked by Wall St. Rank held Insperity as of Q3 2020.

Based on CX Institutional's 13F filing for Q3 2020, filed 13 Oct 2020.