Simply Money Advisors’s RLI Corp RLI Stock Holding History

Simply Money Advisors’s Portfolio RLI Stock Details RLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-176	Closed	-$3K	–	310
2013 Q2	$3K	Buy	+176	New	+$3.25K	﹤0.01%	356

Other funds holding RLI

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Simply Money Advisors's RLI Position: Q3 2013 in Review

Simply Money Advisors sold out of RLI Corp (RLI) in Q3 2013, closing a stake of 176 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in RLI in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 145 funds tracked by Wall St. Rank hold RLI as of Q3 2013.

Simply Money Advisors reported no remaining RLI Corp position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 176 RLI Corp shares in Q3 2013, an estimated $3K.
Simply Money Advisors first reported a position in RLI Corp in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's RLI Corp position peaked at $3K in Q2 2013.
145 funds tracked by Wall St. Rank held RLI Corp as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.