IP
WRB.PRD

Intellectus Partners’s W.R. Berkley Corporation5.75% Subordinated Debentures due 2056 WRB.PRD Stock Holding History

Intellectus Partners’s Portfolio WRB.PRD Stock Details WRB.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,317
Closed -$61K – 697
2017
Q3 		$61K Hold
2,317
– – 0.03% 357
2017
Q2 		$61K Sell
2,317
-92
-4% -$2.33K 0.03% 343
2017
Q1 		$60K Sell
2,409
-3
-0.1% -$74 0.03% 308
2016
Q4 		$55K Buy
+2,412
New +$58.6K 0.03% 302

Other funds holding WRB.PRD

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return