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FormulaFolio Investments’s Insperity NSP Stock Holding History

FormulaFolio Investments’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,288
Closed -$283K – 345
2019
Q4 		$283K Buy
3,288
+124
+4% +$10.8K 0.01% 315
2019
Q3 		$312K Buy
+3,164
New +$344K 0.01% 277

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's NSP Position: Q1 2020 in Review

FormulaFolio Investments sold out of Insperity (NSP) in Q1 2020, closing a stake of 3,288 shares — an estimated $283K sold.

FormulaFolio Investments first reported a position in NSP in Q3 2019 and held it in 2 quarters. The position peaked at $312K in Q3 2019. 239 funds tracked by Wall St. Rank hold NSP as of Q1 2020.

  • FormulaFolio Investments reported no remaining Insperity position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 3,288 Insperity shares in Q1 2020, an estimated $283K.
  • FormulaFolio Investments first reported a position in Insperity in Q3 2019 and held it in 2 quarters.
  • FormulaFolio Investments's Insperity position peaked at $312K in Q3 2019.
  • 239 funds tracked by Wall St. Rank held Insperity as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.