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WealthPLAN Partners’s W.R. Berkley WRB Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-2,123
Closed -$43.7K – 430
2017
Q1 		$43.7K Buy
+2,123
New +$43.7K 0.15% 119
2016
Q3 		$86K Sell
5,039
-5,586
-53% -$96.6K 0.03% 248
2016
Q2 		$89.4K Buy
+10,625
New +$177K 0.01% 653

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's WRB Position: Q2 2017 in Review

WealthPLAN Partners sold out of W.R. Berkley (WRB) in Q2 2017, closing a stake of 2,123 shares — an estimated $43.7K sold.

WealthPLAN Partners first reported a position in WRB in Q2 2016 and held it in 3 quarters. The position peaked at $89.4K in Q2 2016. 351 funds tracked by Wall St. Rank hold WRB as of Q2 2017.

  • WealthPLAN Partners reported no remaining W.R. Berkley position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2,123 W.R. Berkley shares in Q2 2017, an estimated $43.7K.
  • WealthPLAN Partners first reported a position in W.R. Berkley in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's W.R. Berkley position peaked at $89.4K in Q2 2016.
  • 351 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.