HCM
NSP icon

Herndon Capital Management’s Insperity NSP Stock Holding History

Herndon Capital Management’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 		$13K Hold
364
– – ﹤0.01% 116
2017
Q1 		$16K Buy
364
+100
+38% +$3.98K ﹤0.01% 107
2016
Q4 		$9K Hold
264
– – ﹤0.01% 141
2016
Q3 		$10K Sell
264
-986
-79% -$35.4K ﹤0.01% 175
2016
Q2 		$48K Buy
+1,250
New +$40.4K ﹤0.01% 143

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
Dimensional Fund Advisors
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Herndon Capital Management's NSP Position: Q2 2017 in Review

Herndon Capital Management held its Insperity (NSP) position steady in Q2 2017 at 364 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Herndon Capital Management first reported a position in NSP in Q2 2016 and has held it in 5 quarters since. The position peaked at $48K in Q2 2016. 220 funds tracked by Wall St. Rank hold NSP as of Q2 2017.

  • Herndon Capital Management held 364 shares of Insperity worth $13K as of Q2 2017.
  • Herndon Capital Management left its Insperity share count unchanged in Q2 2017.
  • Insperity made up ﹤0.01% of Herndon Capital Management's portfolio in Q2 2017, its #116 holding.
  • Herndon Capital Management first reported a position in Insperity in Q2 2016 and has held it in 5 quarters since.
  • Herndon Capital Management's Insperity position peaked at $48K in Q2 2016.
  • 220 funds tracked by Wall St. Rank held Insperity as of Q2 2017.

Based on Herndon Capital Management's 13F filing for Q2 2017, filed 4 Aug 2017.