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Sonora Investment Management’s W.R. Berkley WRB Stock Holding History

Sonora Investment 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
2019
Q2 		– Sell
-3,375
Closed -$85K – 1754
2019
Q1 		$85K Buy
+3,375
New +$79.5K 0.01% 361
2016
Q2 		– Sell
-344
Closed -$5.7K – 934
2016
Q1 		$5.7K Hold
344
– – ﹤0.01% 712
2015
Q4 		$6K Hold
344
– – ﹤0.01% 613
2015
Q3 		$5K Buy
+344
New +$5.64K ﹤0.01% 750

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's WRB Position: Q2 2019 in Review

Sonora Investment Management sold out of W.R. Berkley (WRB) in Q2 2019, closing a stake of 3,375 shares — an estimated $85K sold.

Sonora Investment Management first reported a position in WRB in Q3 2015 and held it in 4 quarters. The position peaked at $85K in Q1 2019. 414 funds tracked by Wall St. Rank hold WRB as of Q2 2019.

  • Sonora Investment Management reported no remaining W.R. Berkley position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 3,375 W.R. Berkley shares in Q2 2019, an estimated $85K.
  • Sonora Investment Management first reported a position in W.R. Berkley in Q3 2015 and held it in 4 quarters.
  • Sonora Investment Management's W.R. Berkley position peaked at $85K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.