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JNBA Financial Advisors’s W.R. Berkley WRB Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-381
Closed -$7K – 1360
2016
Q3 		$7K Buy
+381
New +$6.59K ﹤0.01% 1146

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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JNBA Financial Advisors's WRB Position: Q4 2016 in Review

JNBA Financial Advisors sold out of W.R. Berkley (WRB) in Q4 2016, closing a stake of 381 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in WRB in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 357 funds tracked by Wall St. Rank hold WRB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining W.R. Berkley position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 381 W.R. Berkley shares in Q4 2016, an estimated $7K.
  • JNBA Financial Advisors first reported a position in W.R. Berkley in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's W.R. Berkley position peaked at $7K in Q3 2016.
  • 357 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.