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Regal Wealth Group’s Verisk Analytics VRSK Stock Holding History

Regal Wealth Group’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$8K – 167
2016
Q4 		$8K Hold
100
– – 0.01% 123
2016
Q3 		$8K Hold
100
– – 0.01% 126
2016
Q2 		$8K Buy
100
+60
+150% +$4.71K 0.01% 125
2016
Q1 		$3K Hold
40
– – ﹤0.01% 158
2015
Q4 		$3K Buy
+40
New +$3.04K ﹤0.01% 153

Other funds holding VRSK

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regal Wealth Group's VRSK Position: Q1 2017 in Review

Regal Wealth Group sold out of Verisk Analytics (VRSK) in Q1 2017, closing a stake of 100 shares — an estimated $8K sold.

Regal Wealth Group first reported a position in VRSK in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2016. 490 funds tracked by Wall St. Rank hold VRSK as of Q1 2017.

  • Regal Wealth Group reported no remaining Verisk Analytics position as of Q1 2017 after selling out during the quarter.
  • Regal Wealth Group sold 100 Verisk Analytics shares in Q1 2017, an estimated $8K.
  • Regal Wealth Group first reported a position in Verisk Analytics in Q4 2015 and held it in 5 quarters.
  • Regal Wealth Group's Verisk Analytics position peaked at $8K in Q4 2016.
  • 490 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2017.

Based on Regal Wealth Group's 13F filing for Q1 2017, filed 10 Aug 2017.