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Hirtle Callaghan & Co’s W.R. Berkley WRB Stock Holding History

Hirtle Callaghan & Co’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,738
Closed -$79K – 630
2014
Q2 		$79K Buy
+5,738
New +$74.6K 0.01% 313

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hirtle Callaghan & Co's WRB Position: Q3 2014 in Review

Hirtle Callaghan & Co sold out of W.R. Berkley (WRB) in Q3 2014, closing a stake of 5,738 shares — an estimated $79K sold.

Hirtle Callaghan & Co first reported a position in WRB in Q2 2014 and held it in 1 quarter. The position peaked at $79K in Q2 2014. 317 funds tracked by Wall St. Rank hold WRB as of Q3 2014.

  • Hirtle Callaghan & Co reported no remaining W.R. Berkley position as of Q3 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 5,738 W.R. Berkley shares in Q3 2014, an estimated $79K.
  • Hirtle Callaghan & Co first reported a position in W.R. Berkley in Q2 2014 and held it in 1 quarter.
  • Hirtle Callaghan & Co's W.R. Berkley position peaked at $79K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2014, filed 29 Oct 2014.