GW & Wade’s Insperity NSP Stock Holding History

GW & Wade’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
2019 Q4	–	Sell	-2,097	Closed	-$207K	–	245
2019 Q3	$207K	Buy	2,097 +5	+0.2%	+$543	0.02%	216
2019 Q2	$255K	Buy	+2,092	New	+$252K	0.02%	204

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

GW & Wade's NSP Position: Q4 2019 in Review

GW & Wade sold out of Insperity (NSP) in Q4 2019, closing a stake of 2,097 shares — an estimated $207K sold.

GW & Wade first reported a position in NSP in Q2 2019 and held it in 2 quarters. The position peaked at $255K in Q2 2019. 274 funds tracked by Wall St. Rank hold NSP as of Q4 2019.

GW & Wade reported no remaining Insperity position as of Q4 2019 after selling out during the quarter.
GW & Wade sold 2,097 Insperity shares in Q4 2019, an estimated $207K.
GW & Wade first reported a position in Insperity in Q2 2019 and held it in 2 quarters.
GW & Wade's Insperity position peaked at $255K in Q2 2019.
274 funds tracked by Wall St. Rank held Insperity as of Q4 2019.

Based on GW & Wade's 13F filing for Q4 2019, filed 7 Feb 2020.