Filbrandt Wealth Management’s W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 WRB.PRC Stock Holding History

Filbrandt Wealth Management’s Portfolio WRB.PRC Stock Details WRB.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,000	Closed	-$52K	–	318
2019 Q4	$52K	Buy	+2,000	New	+$52.2K	0.05%	79

Other funds holding WRB.PRC

RCA

Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Filbrandt Wealth Management's WRB.PRC Position: Q1 2020 in Review

Filbrandt Wealth Management sold out of W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 (WRB.PRC) in Q1 2020, closing a stake of 2,000 shares — an estimated $52K sold.

Filbrandt Wealth Management first reported a position in WRB.PRC in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 3 funds tracked by Wall St. Rank hold WRB.PRC as of Q1 2020.

Filbrandt Wealth Management reported no remaining W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 position as of Q1 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 2,000 W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 shares in Q1 2020, an estimated $52K.
Filbrandt Wealth Management first reported a position in W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 in Q4 2019 and held it in 1 quarter.
Filbrandt Wealth Management's W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 position peaked at $52K in Q4 2019.
3 funds tracked by Wall St. Rank held W.R. Berkley Corporation 5.900% Subordinated Debentures due 2056 as of Q1 2020.

Based on Filbrandt Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.