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CIBC Bank USA’s White Mountains Insurance WTM Stock Holding History

CIBC Bank USA’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
2014
Q2 		– Sell
-400
Closed -$240K – 312
2014
Q1 		$240K Sell
400
-80
-17% -$46.7K 0.05% 267
2013
Q4 		$289K Buy
480
+61
+15% +$36K 0.06% 244
2013
Q3 		$238K Buy
+419
New +$243K 0.06% 269

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LCOV
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

CIBC Bank USA's WTM Position: Q2 2014 in Review

CIBC Bank USA sold out of White Mountains Insurance (WTM) in Q2 2014, closing a stake of 400 shares — an estimated $240K sold.

CIBC Bank USA first reported a position in WTM in Q3 2013 and held it in 3 quarters. The position peaked at $289K in Q4 2013. 183 funds tracked by Wall St. Rank hold WTM as of Q2 2014.

  • CIBC Bank USA reported no remaining White Mountains Insurance position as of Q2 2014 after selling out during the quarter.
  • CIBC Bank USA sold 400 White Mountains Insurance shares in Q2 2014, an estimated $240K.
  • CIBC Bank USA first reported a position in White Mountains Insurance in Q3 2013 and held it in 3 quarters.
  • CIBC Bank USA's White Mountains Insurance position peaked at $289K in Q4 2013.
  • 183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2014.

Based on CIBC Bank USA's 13F filing for Q2 2014, filed 28 Jul 2014.