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

Endurance 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
2016
Q3 		– Sell
-591
Closed -$10K – 505
2016
Q2 		$10K Hold
591
– – ﹤0.01% 382
2016
Q1 		$10K Hold
591
– – ﹤0.01% 389
2015
Q4 		$10K Hold
591
– – ﹤0.01% 404
2015
Q3 		$10K Hold
591
– – ﹤0.01% 406
2015
Q2 		$9K Buy
+591
New +$8.81K ﹤0.01% 417

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Endurance Wealth Management's WRB Position: Q3 2016 in Review

Endurance Wealth Management sold out of W.R. Berkley (WRB) in Q3 2016, closing a stake of 591 shares — an estimated $10K sold.

Endurance Wealth Management first reported a position in WRB in Q2 2015 and held it in 5 quarters. The position peaked at $10K in Q2 2016. 346 funds tracked by Wall St. Rank hold WRB as of Q3 2016.

  • Endurance Wealth Management reported no remaining W.R. Berkley position as of Q3 2016 after selling out during the quarter.
  • Endurance Wealth Management sold 591 W.R. Berkley shares in Q3 2016, an estimated $10K.
  • Endurance Wealth Management first reported a position in W.R. Berkley in Q2 2015 and held it in 5 quarters.
  • Endurance Wealth Management's W.R. Berkley position peaked at $10K in Q2 2016.
  • 346 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2016.

Based on Endurance Wealth Management's 13F filing for Q3 2016, filed 28 Oct 2016.