Envestnet Asset Management
OB

Envestnet Asset Management’s Onebeacon Insurance Group Ltd OB Stock Holding History

Envestnet Asset Management’s Portfolio OB Stock Details OB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-191
Closed -$3K – 2730
2014
Q4 		$3K Hold
191
– – ﹤0.01% 2304
2014
Q3 		$3K Hold
191
– – ﹤0.01% 2471
2014
Q2 		$3K Buy
191
+182
+2,022% +$2.8K ﹤0.01% 2477
2014
Q1 		$0 Hold
9
– – ﹤0.01% 2759
2013
Q4 		$0 Sell
9
-38
-81% -$592 ﹤0.01% 2673
2013
Q3 		$1K Sell
47
-20
-30% -$291 ﹤0.01% 2387
2013
Q2 		$1K Buy
+67
New +$936 ﹤0.01% 2326

Other funds holding OB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management's OB Position: Q1 2015 in Review

Envestnet Asset Management sold out of Onebeacon Insurance Group Ltd (OB) in Q1 2015, closing a stake of 191 shares — an estimated $3K sold.

Envestnet Asset Management first reported a position in OB in Q2 2013 and held it in 7 quarters. The position peaked at $3K in Q4 2014. 94 funds tracked by Wall St. Rank hold OB as of Q1 2015.

  • Envestnet Asset Management reported no remaining Onebeacon Insurance Group Ltd position as of Q1 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 191 Onebeacon Insurance Group Ltd shares in Q1 2015, an estimated $3K.
  • Envestnet Asset Management first reported a position in Onebeacon Insurance Group Ltd in Q2 2013 and held it in 7 quarters.
  • Envestnet Asset Management's Onebeacon Insurance Group Ltd position peaked at $3K in Q4 2014.
  • 94 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.