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Destination Wealth Management’s James River Group Holdings JRVR Stock Holding History

Destination Wealth Management’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-69
Closed -$3K – 618
2018
Q3 		$3K Buy
+69
New +$2.82K ﹤0.01% 545

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Destination Wealth Management's JRVR Position: Q4 2018 in Review

Destination Wealth Management sold out of James River Group Holdings (JRVR) in Q4 2018, closing a stake of 69 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in JRVR in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 169 funds tracked by Wall St. Rank hold JRVR as of Q4 2018.

  • Destination Wealth Management reported no remaining James River Group Holdings position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 69 James River Group Holdings shares in Q4 2018, an estimated $3K.
  • Destination Wealth Management first reported a position in James River Group Holdings in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's James River Group Holdings position peaked at $3K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.