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Dynamic Capital Management’s White Mountains Insurance WTM Stock Holding History

Dynamic Capital Management’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
Q1 		– Sell
-1,146
Closed -$958K – 421
2016
Q4 		$958K Sell
1,146
-252
-18% -$211K 0.1% 269
2016
Q3 		$1.16M Buy
+1,398
New +$1.15M 0.15% 213

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dynamic Capital Management's WTM Position: Q1 2017 in Review

Dynamic Capital Management sold out of White Mountains Insurance (WTM) in Q1 2017, closing a stake of 1,146 shares — an estimated $958K sold.

Dynamic Capital Management first reported a position in WTM in Q3 2016 and held it in 2 quarters. The position peaked at $1.16M in Q3 2016. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

  • Dynamic Capital Management reported no remaining White Mountains Insurance position as of Q1 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 1,146 White Mountains Insurance shares in Q1 2017, an estimated $958K.
  • Dynamic Capital Management first reported a position in White Mountains Insurance in Q3 2016 and held it in 2 quarters.
  • Dynamic Capital Management's White Mountains Insurance position peaked at $1.16M in Q3 2016.
  • 200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on Dynamic Capital Management's 13F filing for Q1 2017, filed 15 May 2017.