Tarbox Family Office’s Onebeacon Insurance Group Ltd OB Stock Holding History

Tarbox Family Office’s Portfolio OB Stock Details OB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-715	Closed	-$11K	–	615
2014 Q3	$11K	Hold	715	–	–	0.01%	230
2014 Q2	$11K	Hold	715	–	–	0.01%	221
2014 Q1	$11K	Hold	715	–	–	0.01%	239
2013 Q4	$11K	Buy	+715	New	+$11.1K	0.01%	275

Other funds holding OB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Tarbox Family Office's OB Position: Q4 2014 in Review

Tarbox Family Office sold out of Onebeacon Insurance Group Ltd (OB) in Q4 2014, closing a stake of 715 shares — an estimated $11K sold.

Tarbox Family Office first reported a position in OB in Q4 2013 and held it in 4 quarters. The position peaked at $11K in Q3 2014. 102 funds tracked by Wall St. Rank hold OB as of Q4 2014.

Tarbox Family Office reported no remaining Onebeacon Insurance Group Ltd position as of Q4 2014 after selling out during the quarter.
Tarbox Family Office sold 715 Onebeacon Insurance Group Ltd shares in Q4 2014, an estimated $11K.
Tarbox Family Office first reported a position in Onebeacon Insurance Group Ltd in Q4 2013 and held it in 4 quarters.
Tarbox Family Office's Onebeacon Insurance Group Ltd position peaked at $11K in Q3 2014.
102 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q4 2014.

Based on Tarbox Family Office's 13F filing for Q4 2014, filed 21 Jan 2015.