SSWM
WRB icon

Smith Salley Wealth Management’s W.R. Berkley WRB Stock Holding History

Smith Salley Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,346
Closed -$253K – 180
2017
Q2 		$253K Sell
12,346
-617
-5% -$12.5K 0.05% 153
2017
Q1 		$271K Buy
12,963
+1,792
+16% +$36.9K 0.06% 141
2016
Q4 		$220K Buy
+11,171
New +$201K 0.05% 149
2016
Q3 		– Sell
-12,521
Closed -$222K – 161
2016
Q2 		$222K Buy
+12,521
New +$208K 0.05% 147

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Smith Salley Wealth Management's WRB Position: Q3 2017 in Review

Smith Salley Wealth Management sold out of W.R. Berkley (WRB) in Q3 2017, closing a stake of 12,346 shares — an estimated $253K sold.

Smith Salley Wealth Management first reported a position in WRB in Q2 2016 and held it in 4 quarters. The position peaked at $271K in Q1 2017. 360 funds tracked by Wall St. Rank hold WRB as of Q3 2017.

  • Smith Salley Wealth Management reported no remaining W.R. Berkley position as of Q3 2017 after selling out during the quarter.
  • Smith Salley Wealth Management sold 12,346 W.R. Berkley shares in Q3 2017, an estimated $253K.
  • Smith Salley Wealth Management first reported a position in W.R. Berkley in Q2 2016 and held it in 4 quarters.
  • Smith Salley Wealth Management's W.R. Berkley position peaked at $271K in Q1 2017.
  • 360 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2017.

Based on Smith Salley Wealth Management's 13F filing for Q3 2017, filed 2 Nov 2017.