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

Elgethun 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
-25
Closed -$21K – 232
2016
Q4 		$21K Buy
+25
New +$21K 0.02% 176

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LCOV
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Fuller & Thaler Asset Management
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Principal Financial Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
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RRAM
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Elgethun Capital Management's WTM Position: Q1 2017 in Review

Elgethun Capital Management sold out of White Mountains Insurance (WTM) in Q1 2017, closing a stake of 25 shares — an estimated $21K sold.

Elgethun Capital Management first reported a position in WTM in Q4 2016 and held it in 1 quarter. The position peaked at $21K in Q4 2016. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

  • Elgethun Capital Management reported no remaining White Mountains Insurance position as of Q1 2017 after selling out during the quarter.
  • Elgethun Capital Management sold 25 White Mountains Insurance shares in Q1 2017, an estimated $21K.
  • Elgethun Capital Management first reported a position in White Mountains Insurance in Q4 2016 and held it in 1 quarter.
  • Elgethun Capital Management's White Mountains Insurance position peaked at $21K in Q4 2016.
  • 200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on Elgethun Capital Management's 13F filing for Q1 2017, filed 11 May 2017.