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Heritage Wealth Advisors’s James River Group Holdings JRVR Stock Holding History

Heritage Wealth Advisors’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-358
Closed -$16.8K – 454
2019
Q2 		$16.8K Hold
358
– – ﹤0.01% 352
2019
Q1 		$14.3K Buy
+358
New +$14K ﹤0.01% 333

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's JRVR Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of James River Group Holdings (JRVR) in Q3 2019, closing a stake of 358 shares — an estimated $16.8K sold.

Heritage Wealth Advisors first reported a position in JRVR in Q1 2019 and held it in 2 quarters. The position peaked at $16.8K in Q2 2019. 168 funds tracked by Wall St. Rank hold JRVR as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining James River Group Holdings position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 358 James River Group Holdings shares in Q3 2019, an estimated $16.8K.
  • Heritage Wealth Advisors first reported a position in James River Group Holdings in Q1 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's James River Group Holdings position peaked at $16.8K in Q2 2019.
  • 168 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.