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Mountain Capital Investment Advisors’s W.R. Berkley WRB Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-122
Closed -$2K – 437
2017
Q3 		$2K Hold
122
– – ﹤0.01% 451
2017
Q2 		$2K Buy
+122
New +$2.47K ﹤0.01% 468

Other funds holding WRB

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mountain Capital Investment Advisors's WRB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of W.R. Berkley (WRB) in Q4 2017, closing a stake of 122 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in WRB in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 374 funds tracked by Wall St. Rank hold WRB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining W.R. Berkley position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 122 W.R. Berkley shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in W.R. Berkley in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's W.R. Berkley position peaked at $2K in Q3 2017.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.