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Systematic Financial Management’s Insperity NSP Stock Holding History

Systematic Financial 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
-45,020
Closed -$1.6M – 676
2016
Q4 		$1.6M Sell
45,020
-6,210
-12% -$224K 0.03% 526
2016
Q3 		$1.86M Buy
51,230
+2,440
+5% +$87.5K 0.03% 352
2016
Q2 		$1.88M Buy
+48,790
New +$1.58M 0.03% 342
2016
Q1 		– Sell
-76,602
Closed -$1.84M – 625
2015
Q4 		$1.84M Sell
76,602
-23,480
-23% -$532K 0.02% 347
2015
Q3 		$2.2M Sell
100,082
-2,800
-3% -$66.6K 0.02% 374
2015
Q2 		$2.62M Buy
102,882
+8,702
+9% +$227K 0.02% 377
2015
Q1 		$2.46M Sell
94,180
-45,060
-32% -$1.05M 0.02% 471
2014
Q4 		$2.36M Sell
139,240
-20,520
-13% -$324K 0.02% 429
2014
Q3 		$2.18M Buy
159,760
+41,800
+35% +$637K 0.02% 501
2014
Q2 		$1.95M Sell
117,960
-7,480
-6% -$119K 0.01% 475
2014
Q1 		$1.94M Buy
125,440
+15,698
+14% +$242K 0.01% 440
2013
Q4 		$1.98M Buy
109,742
+29,280
+36% +$525K 0.01% 434
2013
Q3 		$1.51M Sell
80,462
-18,560
-19% -$313K 0.01% 457
2013
Q2 		$1.5M Buy
+99,022
New +$1.44M 0.01% 423

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

Systematic Financial Management's NSP Position: Q1 2017 in Review

Systematic Financial Management sold out of Insperity (NSP) in Q1 2017, closing a stake of 45,020 shares — an estimated $1.6M sold.

Systematic Financial Management first reported a position in NSP in Q2 2013 and held it in 14 quarters. The position peaked at $2.62M in Q2 2015. 221 funds tracked by Wall St. Rank hold NSP as of Q1 2017.

  • Systematic Financial Management reported no remaining Insperity position as of Q1 2017 after selling out during the quarter.
  • Systematic Financial Management sold 45,020 Insperity shares in Q1 2017, an estimated $1.6M.
  • Systematic Financial Management first reported a position in Insperity in Q2 2013 and held it in 14 quarters.
  • Systematic Financial Management's Insperity position peaked at $2.62M in Q2 2015.
  • 221 funds tracked by Wall St. Rank held Insperity as of Q1 2017.

Based on Systematic Financial Management's 13F filing for Q1 2017, filed 11 May 2017.