EWM
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Elite Wealth Management’s W.R. Berkley WRB Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-253
Closed -$3K – 670
2013
Q4 		$3K Buy
+253
New +$3.25K ﹤0.01% 596

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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 $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Elite Wealth Management's WRB Position: Q1 2014 in Review

Elite Wealth Management sold out of W.R. Berkley (WRB) in Q1 2014, closing a stake of 253 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in WRB in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 310 funds tracked by Wall St. Rank hold WRB as of Q1 2014.

  • Elite Wealth Management reported no remaining W.R. Berkley position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 253 W.R. Berkley shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in W.R. Berkley in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's W.R. Berkley position peaked at $3K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.