WFG Advisors’s W.R. Berkley WRB Stock Holding History

WFG Advisors’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	$1K	Hold	44	–	–	﹤0.01%	1511
2017 Q1	$1K	Hold	44	–	–	﹤0.01%	1441
2016 Q4	$1K	Hold	44	–	–	﹤0.01%	1516
2016 Q3	$1K	Hold	44	–	–	﹤0.01%	1512
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	1505
2016 Q1	$1K	Hold	44	–	–	﹤0.01%	1466
2015 Q4	$1K	Hold	44	–	–	﹤0.01%	1502
2015 Q3	$1K	Hold	44	–	–	﹤0.01%	1534
2015 Q2	$1K	Hold	44	–	–	﹤0.01%	1598
2015 Q1	$1K	Hold	44	–	–	﹤0.01%	1673
2014 Q4	$1K	Hold	44	–	–	﹤0.01%	2001
2014 Q3	$1K	Hold	44	–	–	﹤0.01%	2016
2014 Q2	$1K	Hold	44	–	–	﹤0.01%	1930
2014 Q1	$1K	Hold	44	–	–	﹤0.01%	1921
2013 Q4	$1K	Hold	44	–	–	﹤0.01%	2136
2013 Q3	$1K	Hold	44	–	–	﹤0.01%	2085
2013 Q2	$1K	Buy	+44	New	+$554	﹤0.01%	2000

Other funds holding WRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WFG Advisors's WRB Position: Q2 2017 in Review

WFG Advisors held its W.R. Berkley (WRB) position steady in Q2 2017 at 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

WFG Advisors first reported a position in WRB in Q2 2013 and has held it in 17 quarters since. 351 funds tracked by Wall St. Rank hold WRB as of Q2 2017.

WFG Advisors held 44 shares of W.R. Berkley worth $1K as of Q2 2017.
WFG Advisors left its W.R. Berkley share count unchanged in Q2 2017.
W.R. Berkley made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1511 holding.
WFG Advisors first reported a position in W.R. Berkley in Q2 2013 and has held it in 17 quarters since.
351 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.