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Geneva Advisors’s Verisk Analytics VRSK Stock Holding History

Geneva Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-139,379
Closed -$9.16M – 702
2013
Q4 		$9.16M Buy
139,379
+4,209
+3% +$276K 0.17% 92
2013
Q3 		$8.78M Buy
135,170
+30,905
+30% +$1.95M 0.18% 98
2013
Q2 		$6.22M Buy
+104,265
New +$6.23M 0.14% 102

Other funds holding VRSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Geneva Advisors's VRSK Position: Q1 2014 in Review

Geneva Advisors sold out of Verisk Analytics (VRSK) in Q1 2014, closing a stake of 139,379 shares — an estimated $9.16M sold.

Geneva Advisors first reported a position in VRSK in Q2 2013 and held it in 3 quarters. The position peaked at $9.16M in Q4 2013. 336 funds tracked by Wall St. Rank hold VRSK as of Q1 2014.

  • Geneva Advisors reported no remaining Verisk Analytics position as of Q1 2014 after selling out during the quarter.
  • Geneva Advisors sold 139,379 Verisk Analytics shares in Q1 2014, an estimated $9.16M.
  • Geneva Advisors first reported a position in Verisk Analytics in Q2 2013 and held it in 3 quarters.
  • Geneva Advisors's Verisk Analytics position peaked at $9.16M in Q4 2013.
  • 336 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2014.

Based on Geneva Advisors's 13F filing for Q1 2014, filed 5 May 2014.