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Sheaff Brock Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Sheaff Brock Investment Advisors’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
2016
Q2 		– Sell
-17,938
Closed -$1.43M – 644
2016
Q1 		$1.43M Sell
17,938
-4,287
-19% -$313K 0.18% 117
2015
Q4 		$1.71M Buy
+22,225
New +$1.69M 0.19% 125

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Investors US
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheaff Brock Investment Advisors's VRSK Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Verisk Analytics (VRSK) in Q2 2016, closing a stake of 17,938 shares — an estimated $1.43M sold.

Sheaff Brock Investment Advisors first reported a position in VRSK in Q4 2015 and held it in 2 quarters. The position peaked at $1.71M in Q4 2015. 465 funds tracked by Wall St. Rank hold VRSK as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Verisk Analytics position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 17,938 Verisk Analytics shares in Q2 2016, an estimated $1.43M.
  • Sheaff Brock Investment Advisors first reported a position in Verisk Analytics in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Verisk Analytics position peaked at $1.71M in Q4 2015.
  • 465 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.