PWM
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Paulson Wealth Management’s W.R. Berkley WRB Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-226
Closed -$5K – 533
2017
Q4 		$5K Buy
+226
New +$4.62K ﹤0.01% 449

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

Paulson Wealth Management's WRB Position: Q1 2018 in Review

Paulson Wealth Management sold out of W.R. Berkley (WRB) in Q1 2018, closing a stake of 226 shares — an estimated $5K sold.

Paulson Wealth Management first reported a position in WRB in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 391 funds tracked by Wall St. Rank hold WRB as of Q1 2018.

  • Paulson Wealth Management reported no remaining W.R. Berkley position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 226 W.R. Berkley shares in Q1 2018, an estimated $5K.
  • Paulson Wealth Management first reported a position in W.R. Berkley in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's W.R. Berkley position peaked at $5K in Q4 2017.
  • 391 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.