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Nationwide Fund Advisors’s W.R. Berkley WRB Stock Holding History

Nationwide Fund 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
-545,275
Closed -$10.8M – 2121
2017
Q3 		$10.8M Sell
545,275
-10,561
-2% -$211K 0.04% 605
2017
Q2 		$11.4M Buy
555,836
+9,194
+2% +$186K 0.05% 581
2017
Q1 		$11.4M Sell
546,642
-540
-0.1% -$11.1K 0.05% 588
2016
Q4 		$10.8M Sell
547,182
-14,796
-3% -$266K 0.04% 584
2016
Q3 		$9.62M Hold
561,978
– – 0.04% 635
2016
Q2 		$9.98M Buy
561,978
+14,877
+3% +$247K 0.04% 579
2016
Q1 		$9.11M Buy
547,101
+13,814
+3% +$212K 0.04% 618
2015
Q4 		$8.65M Buy
533,287
+1,650
+0.3% +$26.9K 0.04% 645
2015
Q3 		$8.56M Sell
531,637
-7,401
-1% -$121K 0.04% 596
2015
Q2 		$8.29M Sell
539,038
-17,911
-3% -$267K 0.03% 680
2015
Q1 		$8.34M Sell
556,949
-2,785
-0.5% -$41.4K 0.03% 716
2014
Q4 		$8.5M Sell
559,734
-10,985
-2% -$165K 0.04% 649
2014
Q3 		$8.08M Sell
570,719
-16,939
-3% -$235K 0.03% 674
2014
Q2 		$8.06M Buy
+587,658
New +$7.64M 0.03% 704
2014
Q1 		– Sell
-624,723
Closed -$8.03M – 3205
2013
Q4 		$8.03M Sell
624,723
-85,971
-12% -$1.1M 0.03% 683
2013
Q3 		$9.03M Buy
710,694
+16,251
+2% +$204K 0.04% 576
2013
Q2 		$8.41M Buy
+694,443
New +$8.74M 0.04% 540

Other funds holding WRB

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return