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Wealthfront’s RLI Corp RLI Stock Holding History

Wealthfront’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-692
Closed -$19K – 879
2015
Q3 		$19K Buy
692
+444
+179% +$12K ﹤0.01% 775
2015
Q2 		$6K Buy
248
+196
+377% +$4.94K ﹤0.01% 1004
2015
Q1 		$1K Buy
52
+50
+2,500% +$1.24K ﹤0.01% 1128
2014
Q4 		$0 Buy
+2
New +$47 ﹤0.01% 921

Other funds holding RLI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's RLI Position: Q4 2015 in Review

Wealthfront sold out of RLI Corp (RLI) in Q4 2015, closing a stake of 692 shares — an estimated $19K sold.

Wealthfront first reported a position in RLI in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q3 2015. 187 funds tracked by Wall St. Rank hold RLI as of Q4 2015.

  • Wealthfront reported no remaining RLI Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 692 RLI Corp shares in Q4 2015, an estimated $19K.
  • Wealthfront first reported a position in RLI Corp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's RLI Corp position peaked at $19K in Q3 2015.
  • 187 funds tracked by Wall St. Rank held RLI Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.