Winch Advisory Services’s W.R. Berkley WRB Stock Holding History

Winch Advisory Services’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
2019 Q3	–	Sell	-74	Closed	-$2K	–	438
2019 Q2	$2K	Buy	+74	New	+$2.02K	﹤0.01%	385

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Winch Advisory Services's WRB Position: Q3 2019 in Review

Winch Advisory Services sold out of W.R. Berkley (WRB) in Q3 2019, closing a stake of 74 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in WRB in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 441 funds tracked by Wall St. Rank hold WRB as of Q3 2019.

Winch Advisory Services reported no remaining W.R. Berkley position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 74 W.R. Berkley shares in Q3 2019, an estimated $2K.
Winch Advisory Services first reported a position in W.R. Berkley in Q2 2019 and held it in 1 quarter.
Winch Advisory Services's W.R. Berkley position peaked at $2K in Q2 2019.
441 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.