WI
IPCC

WBI Investments’s Infinity Property & Casualty C IPCC Stock Holding History

WBI Investments’s Portfolio IPCC Stock Details IPCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,924
Closed -$1.23M – 430
2016
Q3 		$1.23M Buy
+14,924
New +$1.23M 0.05% 198
2016
Q1 		– Sell
-15,347
Closed -$1.26M – 249
2015
Q4 		$1.26M Buy
+15,347
New +$1.26M 0.04% 168

Other funds holding IPCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WBI Investments's IPCC Position: Q4 2016 in Review

WBI Investments sold out of Infinity Property & Casualty C (IPCC) in Q4 2016, closing a stake of 14,924 shares — an estimated $1.23M sold.

WBI Investments first reported a position in IPCC in Q4 2015 and held it in 2 quarters. The position peaked at $1.26M in Q4 2015. 130 funds tracked by Wall St. Rank hold IPCC as of Q4 2016.

  • WBI Investments reported no remaining Infinity Property & Casualty C position as of Q4 2016 after selling out during the quarter.
  • WBI Investments sold 14,924 Infinity Property & Casualty C shares in Q4 2016, an estimated $1.23M.
  • WBI Investments first reported a position in Infinity Property & Casualty C in Q4 2015 and held it in 2 quarters.
  • WBI Investments's Infinity Property & Casualty C position peaked at $1.26M in Q4 2015.
  • 130 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q4 2016.

Based on WBI Investments's 13F filing for Q4 2016, filed 14 Feb 2017.