JIR
VR

James Investment Research’s Validus Hold Ltd VR Stock Holding History

James Investment Research’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,656
Closed -$421K – 723
2016
Q4 		$421K Sell
7,656
-2,000
-21% -$106K 0.01% 300
2016
Q3 		$481K Hold
9,656
– – 0.01% 294
2016
Q2 		$469K Buy
9,656
+53
+0.6% +$2.49K 0.01% 260
2016
Q1 		$453K Hold
9,603
– – 0.01% 247
2015
Q4 		$444K Hold
9,603
– – 0.01% 248
2015
Q3 		$432K Buy
+9,603
New +$434K 0.01% 254

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

James Investment Research's VR Position: Q1 2017 in Review

James Investment Research sold out of Validus Hold Ltd (VR) in Q1 2017, closing a stake of 7,656 shares — an estimated $421K sold.

James Investment Research first reported a position in VR in Q3 2015 and held it in 6 quarters. The position peaked at $481K in Q3 2016. 249 funds tracked by Wall St. Rank hold VR as of Q1 2017.

  • James Investment Research reported no remaining Validus Hold Ltd position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 7,656 Validus Hold Ltd shares in Q1 2017, an estimated $421K.
  • James Investment Research first reported a position in Validus Hold Ltd in Q3 2015 and held it in 6 quarters.
  • James Investment Research's Validus Hold Ltd position peaked at $481K in Q3 2016.
  • 249 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.