Ironwood Financial’s W.R. Berkley WRB Stock Holding History

Ironwood Financial’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-3	Closed	–	–	449
2014 Q4	$0	Buy	+3	New	+$45	﹤0.01%	409

Other funds holding WRB

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ironwood Financial's WRB Position: Q1 2015 in Review

Ironwood Financial sold out of W.R. Berkley (WRB) in Q1 2015, closing a stake of 3 shares.

Ironwood Financial first reported a position in WRB in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 341 funds tracked by Wall St. Rank hold WRB as of Q1 2015.

Ironwood Financial reported no remaining W.R. Berkley position as of Q1 2015 after selling out during the quarter.
Ironwood Financial sold 3 W.R. Berkley shares in Q1 2015.
Ironwood Financial first reported a position in W.R. Berkley in Q4 2014 and held it in 1 quarter.
Ironwood Financial's W.R. Berkley position peaked at $0 in Q4 2014.
341 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.