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Smith & Howard Wealth Management’s Verisk Analytics VRSK Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-508
Closed -$33K – 210
2013
Q4 		$33K Hold
508
– – 0.02% 131
2013
Q3 		$33K Hold
508
– – 0.02% 131
2013
Q2 		$30K Buy
+508
New +$30.4K 0.02% 115

Other funds holding VRSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Smith & Howard Wealth Management's VRSK Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2014, closing a stake of 508 shares — an estimated $33K sold.

Smith & Howard Wealth Management first reported a position in VRSK in Q2 2013 and held it in 3 quarters. The position peaked at $33K in Q4 2013. 336 funds tracked by Wall St. Rank hold VRSK as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Verisk Analytics position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 508 Verisk Analytics shares in Q1 2014, an estimated $33K.
  • Smith & Howard Wealth Management first reported a position in Verisk Analytics in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Verisk Analytics position peaked at $33K in Q4 2013.
  • 336 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.