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Lugano Financial Advisors SA (LFA)’s Verisk Analytics VRSK Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-618
Closed -$75K – 179
2018
Q4 		$75K Hold
618
– – 0.05% 120
2018
Q3 		$75K Buy
+618
New +$71.9K 0.05% 120

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s VRSK Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of Verisk Analytics (VRSK) in Q1 2019, closing a stake of 618 shares — an estimated $75K sold.

Lugano Financial Advisors SA (LFA) first reported a position in VRSK in Q3 2018 and held it in 2 quarters. The position peaked at $75K in Q4 2018. 609 funds tracked by Wall St. Rank hold VRSK as of Q1 2019.

  • Lugano Financial Advisors SA (LFA) reported no remaining Verisk Analytics position as of Q1 2019 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 618 Verisk Analytics shares in Q1 2019, an estimated $75K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Verisk Analytics in Q3 2018 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Verisk Analytics position peaked at $75K in Q4 2018.
  • 609 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.