WCM Investment Management
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WCM Investment Management’s Safety Insurance SAFT Stock Holding History

WCM Investment Management’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-120,588
Closed -$6.49M – 142
2014
Q1 		$6.49M Sell
120,588
-5,144
-4% -$283K 0.23% 87
2013
Q4 		$7.08M Sell
125,732
-12,255
-9% -$674K 0.26% 86
2013
Q3 		$7.32M Buy
137,987
+4,840
+4% +$254K 0.38% 70
2013
Q2 		$6.47M Buy
+133,147
New +$6.7M 0.35% 75

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Vanguard Group
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

WCM Investment Management's SAFT Position: Q2 2014 in Review

WCM Investment Management sold out of Safety Insurance (SAFT) in Q2 2014, closing a stake of 120,588 shares — an estimated $6.49M sold.

WCM Investment Management first reported a position in SAFT in Q2 2013 and held it in 4 quarters. The position peaked at $7.32M in Q3 2013. 137 funds tracked by Wall St. Rank hold SAFT as of Q2 2014.

  • WCM Investment Management reported no remaining Safety Insurance position as of Q2 2014 after selling out during the quarter.
  • WCM Investment Management sold 120,588 Safety Insurance shares in Q2 2014, an estimated $6.49M.
  • WCM Investment Management first reported a position in Safety Insurance in Q2 2013 and held it in 4 quarters.
  • WCM Investment Management's Safety Insurance position peaked at $7.32M in Q3 2013.
  • 137 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2014.

Based on WCM Investment Management's 13F filing for Q2 2014, filed 8 Aug 2014.