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Winslow Evans & Crocker’s W.R. Berkley WRB Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-506
Closed -$10.4K – 1254
2017
Q2 		$10.4K Hold
506
– – ﹤0.01% 907
2017
Q1 		$10.6K Buy
+506
New +$10.4K ﹤0.01% 879

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winslow Evans & Crocker's WRB Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of W.R. Berkley (WRB) in Q3 2017, closing a stake of 506 shares — an estimated $10.4K sold.

Winslow Evans & Crocker first reported a position in WRB in Q1 2017 and held it in 2 quarters. The position peaked at $10.6K in Q1 2017. 360 funds tracked by Wall St. Rank hold WRB as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining W.R. Berkley position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 506 W.R. Berkley shares in Q3 2017, an estimated $10.4K.
  • Winslow Evans & Crocker first reported a position in W.R. Berkley in Q1 2017 and held it in 2 quarters.
  • Winslow Evans & Crocker's W.R. Berkley position peaked at $10.6K in Q1 2017.
  • 360 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.