Laurel Wealth Advisors (California)’s Validus Hold Ltd VR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,671	Closed	-$500K	–	388
2017 Q4	$500K	Buy	10,671 +1,241	+13%	+$61.3K	0.14%	171
2017 Q3	$464K	Buy	9,430 +200	+2%	+$10.2K	0.16%	159
2017 Q2	$479K	Buy	9,230 +920	+11%	+$49.6K	0.17%	156
2017 Q1	$468K	Buy	8,310 +60	+0.7%	+$3.42K	0.18%	144
2016 Q4	$453K	Buy	8,250 +1,500	+22%	+$79.3K	0.2%	128
2016 Q3	$336K	Sell	6,750 -35	-0.5%	-$1.74K	0.16%	161
2016 Q2	$330K	Sell	6,785 -300	-4%	-$14.1K	0.16%	162
2016 Q1	$334K	Hold	7,085	–	–	0.17%	155
2015 Q4	$328K	Buy	+7,085	New	+$322K	0.17%	160

Other funds holding VR

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s VR Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of Validus Hold Ltd (VR) in Q1 2018, closing a stake of 10,671 shares — an estimated $500K sold.

Laurel Wealth Advisors (California) first reported a position in VR in Q4 2015 and held it in 9 quarters. The position peaked at $500K in Q4 2017. 234 funds tracked by Wall St. Rank hold VR as of Q1 2018.

Laurel Wealth Advisors (California) reported no remaining Validus Hold Ltd position as of Q1 2018 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 10,671 Validus Hold Ltd shares in Q1 2018, an estimated $500K.
Laurel Wealth Advisors (California) first reported a position in Validus Hold Ltd in Q4 2015 and held it in 9 quarters.
Laurel Wealth Advisors (California)'s Validus Hold Ltd position peaked at $500K in Q4 2017.
234 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.