Boston Private Bank & Trust’s White Mountains Insurance WTM Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$2K	Hold	3	–	–	﹤0.01%	978
2014 Q4	$2K	Buy	+3	New	+$1.91K	﹤0.01%	1055
2014 Q1	–	Sell	-4	Closed	-$2K	–	1087
2013 Q4	$2K	Buy	+4	New	+$2.36K	﹤0.01%	1014

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Private Bank & Trust's WTM Position: Q1 2015 in Review

Boston Private Bank & Trust held its White Mountains Insurance (WTM) position steady in Q1 2015 at 3 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Boston Private Bank & Trust first reported a position in WTM in Q4 2013 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold WTM as of Q1 2015.

Boston Private Bank & Trust held 3 shares of White Mountains Insurance worth $2K as of Q1 2015.
Boston Private Bank & Trust left its White Mountains Insurance share count unchanged in Q1 2015.
White Mountains Insurance made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #978 holding.
Boston Private Bank & Trust first reported a position in White Mountains Insurance in Q4 2013 and has held it in 3 quarters since.
178 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.