WAM
IPCC

Wealthspire Advisors (Maryland)’s Infinity Property & Casualty C IPCC Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-40
Closed -$5K – 2684
2018
Q1 		$5K Sell
40
-46
-53% -$5.09K ﹤0.01% 1869
2017
Q4 		$9K Buy
86
+20
+30% +$2.03K ﹤0.01% 1650
2017
Q3 		$6K Buy
66
+4
+6% +$371 ﹤0.01% 1774
2017
Q2 		$6K Buy
62
+46
+288% +$4.39K ﹤0.01% 1740
2017
Q1 		$2K Hold
16
– – ﹤0.01% 1745
2016
Q4 		$1K Hold
16
– – ﹤0.01% 1725
2016
Q3 		$1K Hold
16
– – ﹤0.01% 1701
2016
Q2 		$1K Hold
16
– – ﹤0.01% 1667
2016
Q1 		$1K Hold
16
– – ﹤0.01% 1711
2015
Q4 		$1K Buy
+16
New +$1.31K ﹤0.01% 1691

Other funds holding IPCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s IPCC Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Infinity Property & Casualty C (IPCC) in Q2 2018, closing a stake of 40 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in IPCC in Q4 2015 and held it in 10 quarters. The position peaked at $9K in Q4 2017. 145 funds tracked by Wall St. Rank hold IPCC as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Infinity Property & Casualty C position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 40 Infinity Property & Casualty C shares in Q2 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Infinity Property & Casualty C in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Infinity Property & Casualty C position peaked at $9K in Q4 2017.
  • 145 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.