RFA
VR

Reilly Financial Advisors’s Validus Hold Ltd VR Stock Holding History

Reilly Financial Advisors’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-62
Closed -$3K – 1065
2017
Q3 		$3K Buy
+62
New +$3.15K ﹤0.01% 874
2016
Q2 		– Sell
-110
Closed -$5K – 1044
2016
Q1 		$5K Buy
+110
New +$4.94K ﹤0.01% 929

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Reilly Financial Advisors sold out of Validus Hold Ltd (VR) in Q4 2017, closing a stake of 62 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in VR in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2016. 236 funds tracked by Wall St. Rank hold VR as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Validus Hold Ltd position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 62 Validus Hold Ltd shares in Q4 2017, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Validus Hold Ltd in Q1 2016 and held it in 2 quarters.
  • Reilly Financial Advisors's Validus Hold Ltd position peaked at $5K in Q1 2016.
  • 236 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q4 2017.

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