IMA Advisory Services’s Onebeacon Insurance Group Ltd OB Stock Holding History

IMA Advisory Services’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
2015 Q3	–	Sell	-9,780	Closed	-$142K	–	194
2015 Q2	$142K	Buy	+9,780	New	+$146K	0.07%	161
2014 Q4	–	Sell	-11,880	Closed	-$183K	–	172
2014 Q3	$183K	Hold	11,880	–	–	0.09%	158
2014 Q2	$185K	Buy	+11,880	New	+$183K	0.08%	158

Other funds holding OB

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

IMA Advisory Services's OB Position: Q3 2015 in Review

IMA Advisory Services sold out of Onebeacon Insurance Group Ltd (OB) in Q3 2015, closing a stake of 9,780 shares — an estimated $142K sold.

IMA Advisory Services first reported a position in OB in Q2 2014 and held it in 3 quarters. The position peaked at $185K in Q2 2014. 101 funds tracked by Wall St. Rank hold OB as of Q3 2015.

IMA Advisory Services reported no remaining Onebeacon Insurance Group Ltd position as of Q3 2015 after selling out during the quarter.
IMA Advisory Services sold 9,780 Onebeacon Insurance Group Ltd shares in Q3 2015, an estimated $142K.
IMA Advisory Services first reported a position in Onebeacon Insurance Group Ltd in Q2 2014 and held it in 3 quarters.
IMA Advisory Services's Onebeacon Insurance Group Ltd position peaked at $185K in Q2 2014.
101 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q3 2015.

Based on IMA Advisory Services's 13F filing for Q3 2015, filed 8 Dec 2016.