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Wealthspire Advisors (Maryland)’s James River Group Holdings JRVR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-62
Closed -$2K – 1247
2019
Q1 		$2K Sell
62
-23
-27% -$901 ﹤0.01% 2166
2018
Q4 		$3K Buy
85
+5
+6% +$191 ﹤0.01% 1953
2018
Q3 		$3K Buy
80
+12
+18% +$491 ﹤0.01% 2039
2018
Q2 		$3K Buy
68
+27
+66% +$1.02K ﹤0.01% 2016
2018
Q1 		$1K Buy
+41
New +$1.49K ﹤0.01% 2349

Other funds holding JRVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JRVR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of James River Group Holdings (JRVR) in Q2 2019, closing a stake of 62 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in JRVR in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q4 2018. 172 funds tracked by Wall St. Rank hold JRVR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining James River Group Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 62 James River Group Holdings shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in James River Group Holdings in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s James River Group Holdings position peaked at $3K in Q4 2018.
  • 172 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.