RFA
MRH

Reilly Financial Advisors’s MONTPELIER RE HOLDINGS LTD MRH Stock Holding History

Reilly Financial Advisors’s Portfolio MRH Stock Details MRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$5K – 887
2013
Q3 		$5K Buy
+200
New +$5.19K ﹤0.01% 606

Other funds holding MRH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Reilly Financial Advisors's MRH Position: Q4 2013 in Review

Reilly Financial Advisors sold out of MONTPELIER RE HOLDINGS LTD (MRH) in Q4 2013, closing a stake of 200 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in MRH in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 160 funds tracked by Wall St. Rank hold MRH as of Q4 2013.

  • Reilly Financial Advisors reported no remaining MONTPELIER RE HOLDINGS LTD position as of Q4 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 MONTPELIER RE HOLDINGS LTD shares in Q4 2013, an estimated $5K.
  • Reilly Financial Advisors first reported a position in MONTPELIER RE HOLDINGS LTD in Q3 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's MONTPELIER RE HOLDINGS LTD position peaked at $5K in Q3 2013.
  • 160 funds tracked by Wall St. Rank held MONTPELIER RE HOLDINGS LTD as of Q4 2013.

Based on Reilly Financial Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.