Laurel Wealth Advisors (California)’s Onebeacon Insurance Group Ltd OB Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio OB Stock Details OB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-49,833	Closed	-$712K	–	315
2016 Q3	$712K	Hold	49,833	–	–	0.34%	84
2016 Q2	$688K	Sell	49,833 -4,160	-8%	-$53.7K	0.33%	84
2016 Q1	$687K	Sell	53,993 -2,560	-5%	-$32.7K	0.34%	79
2015 Q4	$702K	Buy	+56,553	New	+$779K	0.36%	79

Other funds holding OB

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Laurel Wealth Advisors (California)'s OB Position: Q4 2016 in Review

Laurel Wealth Advisors (California) sold out of Onebeacon Insurance Group Ltd (OB) in Q4 2016, closing a stake of 49,833 shares — an estimated $712K sold.

Laurel Wealth Advisors (California) first reported a position in OB in Q4 2015 and held it in 4 quarters. The position peaked at $712K in Q3 2016. 115 funds tracked by Wall St. Rank hold OB as of Q4 2016.

Laurel Wealth Advisors (California) reported no remaining Onebeacon Insurance Group Ltd position as of Q4 2016 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 49,833 Onebeacon Insurance Group Ltd shares in Q4 2016, an estimated $712K.
Laurel Wealth Advisors (California) first reported a position in Onebeacon Insurance Group Ltd in Q4 2015 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Onebeacon Insurance Group Ltd position peaked at $712K in Q3 2016.
115 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q4 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2016, filed 14 Feb 2017.