KWM
EIG icon

Kingsview Wealth Management’s Employers Holdings EIG Stock Holding History

Kingsview Wealth Management’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-17,581
Closed -$758K – 914
2021
Q2 		$758K Buy
+17,581
New +$731K 0.04% 445

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's EIG Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Employers Holdings (EIG) in Q3 2021, closing a stake of 17,581 shares — an estimated $758K sold.

Kingsview Wealth Management first reported a position in EIG in Q2 2021 and held it in 1 quarter. The position peaked at $758K in Q2 2021. 147 funds tracked by Wall St. Rank hold EIG as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Employers Holdings position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,581 Employers Holdings shares in Q3 2021, an estimated $758K.
  • Kingsview Wealth Management first reported a position in Employers Holdings in Q2 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Employers Holdings position peaked at $758K in Q2 2021.
  • 147 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.