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Community Financial System’s White Mountains Insurance WTM Stock Holding History

Community Financial System’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
Q3 		– Sell
-100
Closed -$61K – 399
2014
Q2 		$61K Hold
100
– – 0.01% 226
2014
Q1 		$60K Sell
100
-385
-79% -$225K 0.01% 229
2013
Q4 		$292K Buy
+485
New +$286K 0.07% 143

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Community Financial System's WTM Position: Q3 2014 in Review

Community Financial System sold out of White Mountains Insurance (WTM) in Q3 2014, closing a stake of 100 shares — an estimated $61K sold.

Community Financial System first reported a position in WTM in Q4 2013 and held it in 3 quarters. The position peaked at $292K in Q4 2013. 169 funds tracked by Wall St. Rank hold WTM as of Q3 2014.

  • Community Financial System reported no remaining White Mountains Insurance position as of Q3 2014 after selling out during the quarter.
  • Community Financial System sold 100 White Mountains Insurance shares in Q3 2014, an estimated $61K.
  • Community Financial System first reported a position in White Mountains Insurance in Q4 2013 and held it in 3 quarters.
  • Community Financial System's White Mountains Insurance position peaked at $292K in Q4 2013.
  • 169 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.