IWM
OB

IHT Wealth Management’s Onebeacon Insurance Group Ltd OB Stock Holding History

IHT Wealth Management’s Portfolio OB Stock Details OB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-53
Closed -$545K – 1597
2017
Q2 		$545K Hold
53
– – 0.26% 95
2017
Q1 		$1K Hold
53
– – ﹤0.01% 1264
2016
Q4 		$1K Buy
+53
New +$800 ﹤0.01% 1196

Other funds holding OB

NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

IHT Wealth Management's OB Position: Q3 2017 in Review

IHT Wealth Management sold out of Onebeacon Insurance Group Ltd (OB) in Q3 2017, closing a stake of 53 shares — an estimated $545K sold.

IHT Wealth Management first reported a position in OB in Q4 2016 and held it in 3 quarters. The position peaked at $545K in Q2 2017. 3 funds tracked by Wall St. Rank hold OB as of Q3 2017.

  • IHT Wealth Management reported no remaining Onebeacon Insurance Group Ltd position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 53 Onebeacon Insurance Group Ltd shares in Q3 2017, an estimated $545K.
  • IHT Wealth Management first reported a position in Onebeacon Insurance Group Ltd in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Onebeacon Insurance Group Ltd position peaked at $545K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.