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Strategic Investment Management’s Insperity NSP Stock Holding History

Strategic Investment Management’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,820
Closed -$312K – 63
2016
Q4 		$312K Sell
8,820
-6,856
-44% -$247K 0.03% 42
2016
Q3 		$569K Sell
15,676
-4,510
-22% -$162K 0.41% 9
2016
Q2 		$779K Sell
20,186
-320
-2% -$10.3K 0.41% 8
2016
Q1 		$530K Hold
20,506
– – 0.27% 12
2015
Q4 		$493K Sell
20,506
-1,266
-6% -$28.7K 0.28% 16
2015
Q3 		$478K Buy
21,772
+10,514
+93% +$250K 0.19% 14
2015
Q2 		$286K Buy
+11,258
New +$294K 0.19% 59

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Strategic Investment Management's NSP Position: Q1 2017 in Review

Strategic Investment Management sold out of Insperity (NSP) in Q1 2017, closing a stake of 8,820 shares — an estimated $312K sold.

Strategic Investment Management first reported a position in NSP in Q2 2015 and held it in 7 quarters. The position peaked at $779K in Q2 2016. 221 funds tracked by Wall St. Rank hold NSP as of Q1 2017.

  • Strategic Investment Management reported no remaining Insperity position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 8,820 Insperity shares in Q1 2017, an estimated $312K.
  • Strategic Investment Management first reported a position in Insperity in Q2 2015 and held it in 7 quarters.
  • Strategic Investment Management's Insperity position peaked at $779K in Q2 2016.
  • 221 funds tracked by Wall St. Rank held Insperity as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.