SWP
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Stratos Wealth Partners’s W.R. Berkley WRB Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-321
Closed -$7K – 2600
2018
Q1 		$7K Sell
321
-23
-7% -$480 ﹤0.01% 2497
2017
Q4 		$7K Buy
+344
New +$7.03K ﹤0.01% 2292

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Partners's WRB Position: Q2 2018 in Review

Stratos Wealth Partners sold out of W.R. Berkley (WRB) in Q2 2018, closing a stake of 321 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in WRB in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 383 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

  • Stratos Wealth Partners reported no remaining W.R. Berkley position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 321 W.R. Berkley shares in Q2 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in W.R. Berkley in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's W.R. Berkley position peaked at $7K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.