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Edgemoor Investment Advisors’s RLI Corp RLI Stock Holding History

Edgemoor Investment Advisors’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-16,200
Closed -$217K – 138
2014
Q1 		$217K Buy
+16,200
New +$354K 0.03% 122

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BFA
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MG
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgemoor Investment Advisors's RLI Position: Q2 2014 in Review

Edgemoor Investment Advisors sold out of RLI Corp (RLI) in Q2 2014, closing a stake of 16,200 shares — an estimated $217K sold.

Edgemoor Investment Advisors first reported a position in RLI in Q1 2014 and held it in 1 quarter. The position peaked at $217K in Q1 2014. 153 funds tracked by Wall St. Rank hold RLI as of Q2 2014.

  • Edgemoor Investment Advisors reported no remaining RLI Corp position as of Q2 2014 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 16,200 RLI Corp shares in Q2 2014, an estimated $217K.
  • Edgemoor Investment Advisors first reported a position in RLI Corp in Q1 2014 and held it in 1 quarter.
  • Edgemoor Investment Advisors's RLI Corp position peaked at $217K in Q1 2014.
  • 153 funds tracked by Wall St. Rank held RLI Corp as of Q2 2014.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.