Commonwealth Bank of Australia’s White Mountains Insurance WTM Stock Holding History

Commonwealth Bank of Australia’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
2019 Q3	–	Sell	-1,000	Closed	-$1.02M	–	964
2019 Q2	$1.02M	Buy	1,000 +300	+43%	+$289K	0.01%	550
2019 Q1	$647K	Hold	700	–	–	0.01%	590
2018 Q4	$600K	Hold	700	–	–	0.01%	577
2018 Q3	$655K	Buy	+700	New	+$649K	0.01%	611
2016 Q1	–	Sell	-686	Closed	-$499K	–	842
2015 Q4	$499K	Sell	686 -400	-37%	-$306K	0.01%	577
2015 Q3	$811K	Buy	1,086 +11	+1%	+$7.92K	0.01%	528
2015 Q2	$704K	Sell	1,075 -159	-13%	-$105K	0.01%	526
2015 Q1	$845K	Buy	+1,234	New	+$814K	0.01%	497
2014 Q4	–	Sell	-1,445	Closed	-$910K	–	772
2014 Q3	$910K	Buy	1,445 +300	+26%	+$187K	0.01%	491
2014 Q2	$697K	Sell	1,145 -100	-8%	-$59.6K	0.01%	529
2014 Q1	$747K	Hold	1,245	–	–	﹤0.01%	911
2013 Q4	$751K	Buy	1,245 +99	+9%	+$58.3K	0.01%	863
2013 Q3	$650K	Buy	1,146 +100	+10%	+$58.1K	﹤0.01%	863
2013 Q2	$601K	Buy	+1,046	New	+$610K	﹤0.01%	864

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

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

Commonwealth Bank of Australia's WTM Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of White Mountains Insurance (WTM) in Q3 2019, closing a stake of 1,000 shares — an estimated $1.02M sold.

Commonwealth Bank of Australia first reported a position in WTM in Q2 2013 and held it in 14 quarters. The position peaked at $1.02M in Q2 2019. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

Commonwealth Bank of Australia reported no remaining White Mountains Insurance position as of Q3 2019 after selling out during the quarter.
Commonwealth Bank of Australia sold 1,000 White Mountains Insurance shares in Q3 2019, an estimated $1.02M.
Commonwealth Bank of Australia first reported a position in White Mountains Insurance in Q2 2013 and held it in 14 quarters.
Commonwealth Bank of Australia's White Mountains Insurance position peaked at $1.02M in Q2 2019.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.