IPC
MRH

Independent Portfolio Consultants’s MONTPELIER RE HOLDINGS LTD MRH Stock Holding History

Independent Portfolio Consultants’s Portfolio MRH Stock Details MRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-13,220
Closed -$422K – 1003
2014
Q2 		$422K Buy
13,220
+730
+6% +$22.7K 0.12% 299
2014
Q1 		$371K Buy
12,490
+170
+1% +$4.81K 0.12% 327
2013
Q4 		$359K Buy
12,320
+835
+7% +$23.3K 0.13% 331
2013
Q3 		$299K Buy
11,485
+355
+3% +$9.22K 0.12% 360
2013
Q2 		$278K Buy
+11,130
New +$284K 0.12% 353

Other funds holding MRH

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Independent Portfolio Consultants's MRH Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of MONTPELIER RE HOLDINGS LTD (MRH) in Q3 2014, closing a stake of 13,220 shares — an estimated $422K sold.

Independent Portfolio Consultants first reported a position in MRH in Q2 2013 and held it in 5 quarters. The position peaked at $422K in Q2 2014. 149 funds tracked by Wall St. Rank hold MRH as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining MONTPELIER RE HOLDINGS LTD position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 13,220 MONTPELIER RE HOLDINGS LTD shares in Q3 2014, an estimated $422K.
  • Independent Portfolio Consultants first reported a position in MONTPELIER RE HOLDINGS LTD in Q2 2013 and held it in 5 quarters.
  • Independent Portfolio Consultants's MONTPELIER RE HOLDINGS LTD position peaked at $422K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held MONTPELIER RE HOLDINGS LTD as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.