JIR
NGHC

James Investment Research’s National General Holdings Corp NGHC Stock Holding History

James Investment Research’s Portfolio NGHC Stock Details NGHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,755
Closed -$201K – 676
2019
Q2 		$201K Sell
8,755
-17,970
-67% -$429K 0.01% 366
2019
Q1 		$634K Sell
26,725
-17,945
-40% -$442K 0.04% 418
2018
Q4 		$1.08M Sell
44,670
-37,050
-45% -$943K 0.07% 292
2018
Q3 		$2.19M Buy
+81,720
New +$2.22M 0.09% 272

Other funds holding NGHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
AFS
Amtrust Financial Services New York $336M AUM 16.35% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

James Investment Research's NGHC Position: Q3 2019 in Review

James Investment Research sold out of National General Holdings Corp (NGHC) in Q3 2019, closing a stake of 8,755 shares — an estimated $201K sold.

James Investment Research first reported a position in NGHC in Q3 2018 and held it in 4 quarters. The position peaked at $2.19M in Q3 2018. 159 funds tracked by Wall St. Rank hold NGHC as of Q3 2019.

  • James Investment Research reported no remaining National General Holdings Corp position as of Q3 2019 after selling out during the quarter.
  • James Investment Research sold 8,755 National General Holdings Corp shares in Q3 2019, an estimated $201K.
  • James Investment Research first reported a position in National General Holdings Corp in Q3 2018 and held it in 4 quarters.
  • James Investment Research's National General Holdings Corp position peaked at $2.19M in Q3 2018.
  • 159 funds tracked by Wall St. Rank held National General Holdings Corp as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.