NEI
OB

Northwest & Ethical Investments’s Onebeacon Insurance Group Ltd OB Stock Holding History

Northwest & Ethical Investments’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
2014
Q2 		– Sell
-19,868
Closed -$307K – 246
2014
Q1 		$307K Sell
19,868
-3,442
-15% -$52.5K 0.02% 214
2013
Q4 		$369K Buy
23,310
+1,130
+5% +$17.6K 0.02% 209
2013
Q3 		$327K Sell
22,180
-110
-0.5% -$1.6K 0.02% 212
2013
Q2 		$323K Buy
+22,290
New +$311K 0.03% 212

Other funds holding OB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Northwest & Ethical Investments's OB Position: Q2 2014 in Review

Northwest & Ethical Investments sold out of Onebeacon Insurance Group Ltd (OB) in Q2 2014, closing a stake of 19,868 shares — an estimated $307K sold.

Northwest & Ethical Investments first reported a position in OB in Q2 2013 and held it in 4 quarters. The position peaked at $369K in Q4 2013. 106 funds tracked by Wall St. Rank hold OB as of Q2 2014.

  • Northwest & Ethical Investments reported no remaining Onebeacon Insurance Group Ltd position as of Q2 2014 after selling out during the quarter.
  • Northwest & Ethical Investments sold 19,868 Onebeacon Insurance Group Ltd shares in Q2 2014, an estimated $307K.
  • Northwest & Ethical Investments first reported a position in Onebeacon Insurance Group Ltd in Q2 2013 and held it in 4 quarters.
  • Northwest & Ethical Investments's Onebeacon Insurance Group Ltd position peaked at $369K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q2 2014.

Based on Northwest & Ethical Investments's 13F filing for Q2 2014, filed 8 Jul 2025.