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Holistic Financial Partners’s W.R. Berkley WRB Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-179
Closed -$4K – 368
2018
Q1 		$4K Hold
179
– – ﹤0.01% 399
2017
Q4 		$4K Buy
+179
New +$3.66K ﹤0.01% 404

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ACM
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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's WRB Position: Q2 2018 in Review

Holistic Financial Partners sold out of W.R. Berkley (WRB) in Q2 2018, closing a stake of 179 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in WRB in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 383 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

  • Holistic Financial Partners reported no remaining W.R. Berkley position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 179 W.R. Berkley shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in W.R. Berkley in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's W.R. Berkley position peaked at $4K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.