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Wealthfront’s W.R. Berkley WRB Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-2,541
Closed -$41K – 1079
2015
Q3 		$41K Buy
2,541
+1,657
+187% +$27.1K ﹤0.01% 554
2015
Q2 		$14K Sell
884
-145
-14% -$2.16K ﹤0.01% 748
2015
Q1 		$15K Buy
1,029
+1,022
+14,600% +$15.2K ﹤0.01% 577
2014
Q4 		$0 Buy
+7
New +$105 ﹤0.01% 1016

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealthfront's WRB Position: Q4 2015 in Review

Wealthfront sold out of W.R. Berkley (WRB) in Q4 2015, closing a stake of 2,541 shares — an estimated $41K sold.

Wealthfront first reported a position in WRB in Q4 2014 and held it in 4 quarters. The position peaked at $41K in Q3 2015. 354 funds tracked by Wall St. Rank hold WRB as of Q4 2015.

  • Wealthfront reported no remaining W.R. Berkley position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 2,541 W.R. Berkley shares in Q4 2015, an estimated $41K.
  • Wealthfront first reported a position in W.R. Berkley in Q4 2014 and held it in 4 quarters.
  • Wealthfront's W.R. Berkley position peaked at $41K in Q3 2015.
  • 354 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2015.

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