Delphi Private Advisors’s White Mountains Insurance WTM Stock Holding History

Delphi Private Advisors’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
2017 Q3	–	Sell	-13	Closed	-$10K	–	122
2017 Q2	$10K	Buy	+13	New	+$11.3K	0.02%	88
2017 Q1	–	Sell	-4	Closed	-$3K	–	298
2016 Q4	$3K	Hold	4	–	–	0.01%	174
2016 Q3	$3K	Sell	4 -9	-69%	-$7.42K	0.01%	227
2016 Q2	$11K	Hold	13	–	–	0.02%	143
2016 Q1	$10K	Sell	13 -2	-13%	-$1.5K	0.02%	149
2015 Q4	$11K	Buy	+15	New	+$11.5K	0.02%	156

Other funds holding WTM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LCOV

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Delphi Private Advisors's WTM Position: Q3 2017 in Review

Delphi Private Advisors sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 13 shares — an estimated $10K sold.

Delphi Private Advisors first reported a position in WTM in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q2 2016. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

Delphi Private Advisors reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
Delphi Private Advisors sold 13 White Mountains Insurance shares in Q3 2017, an estimated $10K.
Delphi Private Advisors first reported a position in White Mountains Insurance in Q4 2015 and held it in 6 quarters.
Delphi Private Advisors's White Mountains Insurance position peaked at $11K in Q2 2016.
193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.