Independent Portfolio Consultants’s Verisk Analytics VRSK Stock Holding History

Independent Portfolio Consultants’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$334K	Sell	3,963 -1,795	-31%	-$145K	0.14%	225
2017 Q1	$467K	Sell	5,758 -3,085	-35%	-$253K	0.16%	214
2016 Q4	$718K	Buy	8,843 +335	+4%	+$27.5K	0.24%	156
2016 Q3	$692K	Buy	8,508 +10	+0.1%	+$827	0.22%	165
2016 Q2	$689K	Sell	8,498 -8,817	-51%	-$692K	0.22%	152
2016 Q1	$1.38M	Sell	17,315 -635	-4%	-$46.4K	0.39%	73
2015 Q4	$1.38M	Sell	17,950 -9,180	-34%	-$697K	0.41%	72
2015 Q3	$2M	Buy	27,130 +4,560	+20%	+$340K	0.44%	70
2015 Q2	$1.64M	Buy	22,570 +22,520	+45,040%	+$1.65M	0.33%	95
2015 Q1	$4K	Buy	+50	New	+$3.38K	﹤0.01%	791

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's VRSK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Verisk Analytics (VRSK) stake by 31% in Q2 2017, selling an estimated $145K and leaving 3,963 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #225.

Independent Portfolio Consultants first reported a position in VRSK in Q1 2015 and has held it in 10 quarters since. The position peaked at $2M in Q3 2015. 480 funds tracked by Wall St. Rank hold VRSK as of Q2 2017.

Independent Portfolio Consultants held 3,963 shares of Verisk Analytics worth $334K as of Q2 2017.
Independent Portfolio Consultants sold 1,795 Verisk Analytics shares in Q2 2017, an estimated $145K.
Verisk Analytics made up 0.14% of Independent Portfolio Consultants's portfolio in Q2 2017, its #225 holding.
Independent Portfolio Consultants first reported a position in Verisk Analytics in Q1 2015 and has held it in 10 quarters since.
Independent Portfolio Consultants's Verisk Analytics position peaked at $2M in Q3 2015.
480 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.