VFA
WTRE

Valeo Financial Advisors’s Watford Holdings Ltd. Common Shares WTRE Stock Holding History

Valeo Financial Advisors’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,250
Closed -$168K – 1765
2019
Q3 		$168K Hold
6,250
– – 0.02% 330
2019
Q2 		$171K Hold
6,250
– – 0.02% 317
2019
Q1 		$167K Buy
+6,250
New +$168K 0.02% 319

Other funds holding WTRE

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's WTRE Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Watford Holdings Ltd. Common Shares (WTRE) in Q4 2019, closing a stake of 6,250 shares — an estimated $168K sold.

Valeo Financial Advisors first reported a position in WTRE in Q1 2019 and held it in 3 quarters. The position peaked at $171K in Q2 2019. 68 funds tracked by Wall St. Rank hold WTRE as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Watford Holdings Ltd. Common Shares position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,250 Watford Holdings Ltd. Common Shares shares in Q4 2019, an estimated $168K.
  • Valeo Financial Advisors first reported a position in Watford Holdings Ltd. Common Shares in Q1 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Watford Holdings Ltd. Common Shares position peaked at $171K in Q2 2019.
  • 68 funds tracked by Wall St. Rank held Watford Holdings Ltd. Common Shares as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.