Kaizen Advisory’s Insperity NSP Stock Holding History

Kaizen Advisory’s Portfolio NSP Stock Details NSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17,585	Closed	-$1.68M	–	599
2018 Q2	$1.68M	Buy	17,585 +13,205	+301%	+$1.14M	0.85%	8
2018 Q1	$305K	Buy	+4,380	New	+$280K	0.3%	27

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's NSP Position: Q3 2018 in Review

Kaizen Advisory sold out of Insperity (NSP) in Q3 2018, closing a stake of 17,585 shares — an estimated $1.68M sold.

Kaizen Advisory first reported a position in NSP in Q1 2018 and held it in 2 quarters. The position peaked at $1.68M in Q2 2018. 304 funds tracked by Wall St. Rank hold NSP as of Q3 2018.

Kaizen Advisory reported no remaining Insperity position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 17,585 Insperity shares in Q3 2018, an estimated $1.68M.
Kaizen Advisory first reported a position in Insperity in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Insperity position peaked at $1.68M in Q2 2018.
304 funds tracked by Wall St. Rank held Insperity as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.