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Csenge Advisory Group’s White Mountains Insurance WTM Stock Holding History

Csenge Advisory Group’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
2018
Q4 		– Sell
-2
Closed -$1K – 1513
2018
Q3 		$1K Buy
+2
New +$1.85K ﹤0.01% 948

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BlackRock
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Dimensional Fund Advisors
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Csenge Advisory Group's WTM Position: Q4 2018 in Review

Csenge Advisory Group sold out of White Mountains Insurance (WTM) in Q4 2018, closing a stake of 2 shares — an estimated $1K sold.

Csenge Advisory Group first reported a position in WTM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

  • Csenge Advisory Group reported no remaining White Mountains Insurance position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 2 White Mountains Insurance shares in Q4 2018, an estimated $1K.
  • Csenge Advisory Group first reported a position in White Mountains Insurance in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's White Mountains Insurance position peaked at $1K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.