CIM
WTM icon

Calvert Investment Management’s White Mountains Insurance WTM Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-319
Closed -$267K – 622
2016
Q4 		$267K Sell
319
-36
-10% -$30.2K 0.01% 698
2016
Q3 		$295K Buy
355
+28
+9% +$23.1K 0.01% 663
2016
Q2 		$275K Buy
327
+9
+3% +$7.34K 0.01% 651
2016
Q1 		$255K Sell
318
-90
-22% -$67.3K 0.01% 647
2015
Q4 		$297K Buy
408
+109
+36% +$83.5K 0.01% 572
2015
Q3 		$223K Buy
+299
New +$215K 0.01% 553

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $113B AUM 38.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Calvert Investment Management's WTM Position: Q1 2017 in Review

Calvert Investment Management sold out of White Mountains Insurance (WTM) in Q1 2017, closing a stake of 319 shares — an estimated $267K sold.

Calvert Investment Management first reported a position in WTM in Q3 2015 and held it in 6 quarters. The position peaked at $297K in Q4 2015. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

  • Calvert Investment Management reported no remaining White Mountains Insurance position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 319 White Mountains Insurance shares in Q1 2017, an estimated $267K.
  • Calvert Investment Management first reported a position in White Mountains Insurance in Q3 2015 and held it in 6 quarters.
  • Calvert Investment Management's White Mountains Insurance position peaked at $297K in Q4 2015.
  • 200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.