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Delphi Private Advisors’s W.R. Berkley WRB Stock Holding History

Delphi Private Advisors’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
2017
Q1 		– Sell
-57
Closed -$1K – 297
2016
Q4 		$1K Sell
57
-71
-55% -$1.27K ﹤0.01% 246
2016
Q3 		$2K Hold
128
– – ﹤0.01% 288
2016
Q2 		$2K Buy
128
+71
+125% +$1.18K ﹤0.01% 291
2016
Q1 		$1K Hold
57
– – ﹤0.01% 294
2015
Q4 		$1K Buy
+57
New +$931 ﹤0.01% 340

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Delphi Private Advisors's WRB Position: Q1 2017 in Review

Delphi Private Advisors sold out of W.R. Berkley (WRB) in Q1 2017, closing a stake of 57 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in WRB in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2016. 355 funds tracked by Wall St. Rank hold WRB as of Q1 2017.

  • Delphi Private Advisors reported no remaining W.R. Berkley position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 57 W.R. Berkley shares in Q1 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in W.R. Berkley in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's W.R. Berkley position peaked at $2K in Q3 2016.
  • 355 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.