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Perennial Investment Partners’s W.R. Berkley WRB Stock Holding History

Perennial Investment Partners’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
2013
Q4 		– Sell
-2,751
Closed -$35K – 90
2013
Q3 		$35K Buy
+2,751
New +$34.5K 0.01% 83

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State Street
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Jennison Associates
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BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Perennial Investment Partners's WRB Position: Q4 2013 in Review

Perennial Investment Partners sold out of W.R. Berkley (WRB) in Q4 2013, closing a stake of 2,751 shares — an estimated $35K sold.

Perennial Investment Partners first reported a position in WRB in Q3 2013 and held it in 1 quarter. The position peaked at $35K in Q3 2013. 328 funds tracked by Wall St. Rank hold WRB as of Q4 2013.

  • Perennial Investment Partners reported no remaining W.R. Berkley position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 2,751 W.R. Berkley shares in Q4 2013, an estimated $35K.
  • Perennial Investment Partners first reported a position in W.R. Berkley in Q3 2013 and held it in 1 quarter.
  • Perennial Investment Partners's W.R. Berkley position peaked at $35K in Q3 2013.
  • 328 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.