Geneva Advisors’s Insperity NSP Stock Holding History

Geneva Advisors’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
2017 Q2	–	Sell	-14,188	Closed	-$629K	–	777
2017 Q1	$629K	Buy	+14,188	New	+$564K	0.01%	443

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneva Advisors's NSP Position: Q2 2017 in Review

Geneva Advisors sold out of Insperity (NSP) in Q2 2017, closing a stake of 14,188 shares — an estimated $629K sold.

Geneva Advisors first reported a position in NSP in Q1 2017 and held it in 1 quarter. The position peaked at $629K in Q1 2017. 220 funds tracked by Wall St. Rank hold NSP as of Q2 2017.

Geneva Advisors reported no remaining Insperity position as of Q2 2017 after selling out during the quarter.
Geneva Advisors sold 14,188 Insperity shares in Q2 2017, an estimated $629K.
Geneva Advisors first reported a position in Insperity in Q1 2017 and held it in 1 quarter.
Geneva Advisors's Insperity position peaked at $629K in Q1 2017.
220 funds tracked by Wall St. Rank held Insperity as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.