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Reilly Financial Advisors’s James River Group Holdings JRVR Stock Holding History

Reilly Financial Advisors’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-22
Closed -$1K – 1003
2017
Q3 		$1K Buy
+22
New +$878 ﹤0.01% 953

Other funds holding JRVR

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's JRVR Position: Q4 2017 in Review

Reilly Financial Advisors sold out of James River Group Holdings (JRVR) in Q4 2017, closing a stake of 22 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in JRVR in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 150 funds tracked by Wall St. Rank hold JRVR as of Q4 2017.

  • Reilly Financial Advisors reported no remaining James River Group Holdings position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 22 James River Group Holdings shares in Q4 2017, an estimated $1K.
  • Reilly Financial Advisors first reported a position in James River Group Holdings in Q3 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's James River Group Holdings position peaked at $1K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.