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Krilogy Financial’s W.R. Berkley WRB Stock Holding History

Krilogy Financial’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
Q1 		– Sell
-1,164
Closed -$19K – 704
2015
Q4 		$19K Sell
1,164
-7,901
-87% -$129K 0.02% 210
2015
Q3 		$350K Buy
+9,065
New +$149K 0.17% 63

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Krilogy Financial's WRB Position: Q1 2016 in Review

Krilogy Financial sold out of W.R. Berkley (WRB) in Q1 2016, closing a stake of 1,164 shares — an estimated $19K sold.

Krilogy Financial first reported a position in WRB in Q3 2015 and held it in 2 quarters. The position peaked at $350K in Q3 2015. 350 funds tracked by Wall St. Rank hold WRB as of Q1 2016.

  • Krilogy Financial reported no remaining W.R. Berkley position as of Q1 2016 after selling out during the quarter.
  • Krilogy Financial sold 1,164 W.R. Berkley shares in Q1 2016, an estimated $19K.
  • Krilogy Financial first reported a position in W.R. Berkley in Q3 2015 and held it in 2 quarters.
  • Krilogy Financial's W.R. Berkley position peaked at $350K in Q3 2015.
  • 350 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2016.

Based on Krilogy Financial's 13F filing for Q1 2016, filed 13 May 2016.