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Capstone Asset Management’s White Mountains Insurance WTM Stock Holding History

Capstone Asset 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
2013
Q4 		– Sell
-775
Closed -$440K – 1960
2013
Q3 		$440K Buy
+775
New +$450K 0.01% 1398

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Capstone Asset Management's WTM Position: Q4 2013 in Review

Capstone Asset Management sold out of White Mountains Insurance (WTM) in Q4 2013, closing a stake of 775 shares — an estimated $440K sold.

Capstone Asset Management first reported a position in WTM in Q3 2013 and held it in 1 quarter. The position peaked at $440K in Q3 2013. 186 funds tracked by Wall St. Rank hold WTM as of Q4 2013.

  • Capstone Asset Management reported no remaining White Mountains Insurance position as of Q4 2013 after selling out during the quarter.
  • Capstone Asset Management sold 775 White Mountains Insurance shares in Q4 2013, an estimated $440K.
  • Capstone Asset Management first reported a position in White Mountains Insurance in Q3 2013 and held it in 1 quarter.
  • Capstone Asset Management's White Mountains Insurance position peaked at $440K in Q3 2013.
  • 186 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2013.

Based on Capstone Asset Management's 13F filing for Q4 2013, filed 4 Feb 2014.