JWM
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Jacobus Wealth Management’s Verisk Analytics VRSK Stock Holding History

Jacobus Wealth Management’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
2016
Q1 		– Sell
-1,533
Closed -$118K – 282
2015
Q4 		$118K Buy
1,533
+12
+0.8% +$911 0.03% 262
2015
Q3 		$112K Buy
1,521
+17
+1% +$1.27K 0.03% 267
2015
Q2 		$109K Buy
+1,504
New +$111K 0.03% 298

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Jacobus Wealth Management's VRSK Position: Q1 2016 in Review

Jacobus Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2016, closing a stake of 1,533 shares — an estimated $118K sold.

Jacobus Wealth Management first reported a position in VRSK in Q2 2015 and held it in 3 quarters. The position peaked at $118K in Q4 2015. 467 funds tracked by Wall St. Rank hold VRSK as of Q1 2016.

  • Jacobus Wealth Management reported no remaining Verisk Analytics position as of Q1 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,533 Verisk Analytics shares in Q1 2016, an estimated $118K.
  • Jacobus Wealth Management first reported a position in Verisk Analytics in Q2 2015 and held it in 3 quarters.
  • Jacobus Wealth Management's Verisk Analytics position peaked at $118K in Q4 2015.
  • 467 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.