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Bay Colony Advisors’s White Mountains Insurance WTM Stock Holding History

Bay Colony Advisors’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10
Closed -$9K – 908
2018
Q2 		$9K Buy
+10
New +$8.81K 0.01% 676

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bay Colony Advisors's WTM Position: Q3 2018 in Review

Bay Colony Advisors sold out of White Mountains Insurance (WTM) in Q3 2018, closing a stake of 10 shares — an estimated $9K sold.

Bay Colony Advisors first reported a position in WTM in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 239 funds tracked by Wall St. Rank hold WTM as of Q3 2018.

  • Bay Colony Advisors reported no remaining White Mountains Insurance position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 10 White Mountains Insurance shares in Q3 2018, an estimated $9K.
  • Bay Colony Advisors first reported a position in White Mountains Insurance in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's White Mountains Insurance position peaked at $9K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.