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Financial Architects (New Jersey)’s White Mountains Insurance WTM Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-3
Closed -$2K – 1519
2016
Q3 		$2K Hold
3
– – ﹤0.01% 1360
2016
Q2 		$3K Hold
3
– – ﹤0.01% 1245
2016
Q1 		$2K Buy
+3
New +$2.24K ﹤0.01% 1087

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $999B AUM 46.22% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Financial Architects (New Jersey)'s WTM Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of White Mountains Insurance (WTM) in Q4 2016, closing a stake of 3 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in WTM in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining White Mountains Insurance position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3 White Mountains Insurance shares in Q4 2016, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in White Mountains Insurance in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s White Mountains Insurance position peaked at $3K in Q2 2016.
  • 203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.