POIA
WRB icon

Pin Oak Investment Advisors’s W.R. Berkley WRB Stock Holding History

Pin Oak 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
2018
Q2 		– Sell
-311
Closed -$7K – 450
2018
Q1 		$7K Hold
311
– – 0.01% 356
2017
Q4 		$7K Buy
+311
New +$6.36K 0.01% 365

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pin Oak Investment Advisors's WRB Position: Q2 2018 in Review

Pin Oak Investment Advisors sold out of W.R. Berkley (WRB) in Q2 2018, closing a stake of 311 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in WRB in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 383 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

  • Pin Oak Investment Advisors reported no remaining W.R. Berkley position as of Q2 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 311 W.R. Berkley shares in Q2 2018, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in W.R. Berkley in Q4 2017 and held it in 2 quarters.
  • Pin Oak Investment Advisors's W.R. Berkley position peaked at $7K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.