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Country Club Trust’s White Mountains Insurance WTM Stock Holding History

Country Club Trust’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
2020
Q2 		– Sell
-228
Closed -$207K – 236
2020
Q1 		$207K Sell
228
-28
-11% -$29K 0.03% 212
2019
Q4 		$286K Hold
256
– – 0.03% 204
2019
Q3 		$274K Buy
256
+21
+9% +$22.4K 0.03% 212
2019
Q2 		$240K Sell
235
-17
-7% -$16.4K 0.03% 231
2019
Q1 		$233K Sell
252
-9
-3% -$8.15K 0.03% 231
2018
Q4 		$224K Buy
261
+3
+1% +$2.67K 0.03% 231
2018
Q3 		$241K Buy
258
+15
+6% +$13.9K 0.03% 234
2018
Q2 		$220K Buy
+243
New +$214K 0.03% 237

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Country Club Trust's WTM Position: Q2 2020 in Review

Country Club Trust sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 228 shares — an estimated $207K sold.

Country Club Trust first reported a position in WTM in Q2 2018 and held it in 8 quarters. The position peaked at $286K in Q4 2019. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

  • Country Club Trust reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
  • Country Club Trust sold 228 White Mountains Insurance shares in Q2 2020, an estimated $207K.
  • Country Club Trust first reported a position in White Mountains Insurance in Q2 2018 and held it in 8 quarters.
  • Country Club Trust's White Mountains Insurance position peaked at $286K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on Country Club Trust's 13F filing for Q2 2020, filed 20 Jul 2020.