YorkBridge Wealth Partners’s James River Group Holdings JRVR Stock Holding History

YorkBridge Wealth Partners’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
2017 Q4	–	Sell	-549	Closed	-$23K	–	885
2017 Q3	$23K	Buy	549 +7	+1%	+$279	0.01%	486
2017 Q2	$21K	Hold	542	–	–	0.01%	499
2017 Q1	$24K	Buy	542 +242	+81%	+$10K	0.01%	463
2016 Q4	$12K	Buy	+300	New	+$11.6K	0.01%	556

Other funds holding JRVR

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's JRVR Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of James River Group Holdings (JRVR) in Q4 2017, closing a stake of 549 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in JRVR in Q4 2016 and held it in 4 quarters. The position peaked at $24K in Q1 2017. 150 funds tracked by Wall St. Rank hold JRVR as of Q4 2017.

YorkBridge Wealth Partners reported no remaining James River Group Holdings position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 549 James River Group Holdings shares in Q4 2017, an estimated $23K.
YorkBridge Wealth Partners first reported a position in James River Group Holdings in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's James River Group Holdings position peaked at $24K in Q1 2017.
150 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.