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Realta Investment Advisors’s Safety Insurance SAFT Stock Holding History

Realta Investment Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-375
Closed -$37K – 1175
2019
Q4 		$37K Hold
375
– – 0.01% 747
2019
Q3 		$38K Hold
375
– – 0.01% 743
2019
Q2 		$36K Buy
375
+200
+114% +$18.6K 0.01% 756
2019
Q1 		$15K Buy
+175
New +$15K 0.01% 835

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SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Realta Investment Advisors's SAFT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Safety Insurance (SAFT) in Q1 2020, closing a stake of 375 shares — an estimated $37K sold.

Realta Investment Advisors first reported a position in SAFT in Q1 2019 and held it in 4 quarters. The position peaked at $38K in Q3 2019. 157 funds tracked by Wall St. Rank hold SAFT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Safety Insurance position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 375 Safety Insurance shares in Q1 2020, an estimated $37K.
  • Realta Investment Advisors first reported a position in Safety Insurance in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Safety Insurance position peaked at $38K in Q3 2019.
  • 157 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.