WA
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WealthTrust-Arizona’s W.R. Berkley WRB Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$356K Hold
16,244
– – 0.21% 42
2018
Q3 		$385K Hold
16,244
– – 0.18% 45
2018
Q2 		$349K Hold
16,244
– – 0.18% 43
2018
Q1 		$350K Hold
16,244
– – 0.18% 42
2017
Q4 		$345K Hold
16,244
– – 0.17% 46
2017
Q3 		$321K Hold
16,244
– – 0.16% 47
2017
Q2 		$333K Hold
16,244
– – 0.17% 46
2017
Q1 		$340K Hold
16,244
– – 0.18% 47
2016
Q4 		$320K Hold
16,244
– – 0.18% 50
2016
Q3 		$278K Hold
16,244
– – 0.17% 56
2016
Q2 		$288K Hold
16,244
– – 0.18% 54
2016
Q1 		$270K Hold
16,244
– – 0.17% 52
2015
Q4 		$264K Hold
16,244
– – 0.16% 54
2015
Q3 		$262K Hold
16,244
– – 0.16% 48
2015
Q2 		$250K Hold
16,244
– – 0.15% 55
2015
Q1 		$243K Hold
16,244
– – 0.15% 55
2014
Q4 		$247K Hold
16,244
– – 0.21% 55
2014
Q3 		$230K Hold
16,244
– – 0.25% 56
2014
Q2 		$223K Hold
16,244
– – 0.24% 55
2014
Q1 		$200K Hold
16,244
– – 0.23% 53
2013
Q4 		$209K Hold
16,244
– – 0.24% 48
2013
Q3 		$206K Hold
16,244
– – 0.26% 46
2013
Q2 		$197K Buy
+16,244
New +$205K 0.27% 46

Other funds holding WRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return