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Wagner Wealth Management (South Carolina)’s W.R. Berkley WRB Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-675
Closed -$14K – 742
2018
Q2 		$14K Hold
675
– – 0.01% 358
2018
Q1 		$15K Hold
675
– – 0.01% 320
2017
Q4 		$14K Buy
+675
New +$13.8K 0.01% 358

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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WRB Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of W.R. Berkley (WRB) in Q3 2018, closing a stake of 675 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in WRB in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2018. 392 funds tracked by Wall St. Rank hold WRB as of Q3 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining W.R. Berkley position as of Q3 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 675 W.R. Berkley shares in Q3 2018, an estimated $14K.
  • Wagner Wealth Management (South Carolina) first reported a position in W.R. Berkley in Q4 2017 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s W.R. Berkley position peaked at $15K in Q1 2018.
  • 392 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.