KPCM
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Kings Point Capital Management’s W.R. Berkley WRB Stock Holding History

Kings Point Capital Management’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
2015
Q3 		– Sell
-2,278
Closed -$35K – 387
2015
Q2 		$35K Hold
2,278
– – 0.01% 248
2015
Q1 		$34K Buy
+2,278
New +$33.9K 0.01% 257

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kings Point Capital Management's WRB Position: Q3 2015 in Review

Kings Point Capital Management sold out of W.R. Berkley (WRB) in Q3 2015, closing a stake of 2,278 shares — an estimated $35K sold.

Kings Point Capital Management first reported a position in WRB in Q1 2015 and held it in 2 quarters. The position peaked at $35K in Q2 2015. 340 funds tracked by Wall St. Rank hold WRB as of Q3 2015.

  • Kings Point Capital Management reported no remaining W.R. Berkley position as of Q3 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 2,278 W.R. Berkley shares in Q3 2015, an estimated $35K.
  • Kings Point Capital Management first reported a position in W.R. Berkley in Q1 2015 and held it in 2 quarters.
  • Kings Point Capital Management's W.R. Berkley position peaked at $35K in Q2 2015.
  • 340 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2015.

Based on Kings Point Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.