FineMark National Bank & Trust’s White Mountains Insurance WTM Stock Holding History

FineMark National Bank & Trust’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	-102	Closed	-$85K	–	1006
2016 Q4	$85K	Hold	102	–	–	0.01%	510
2016 Q3	$85K	Hold	102	–	–	0.01%	494
2016 Q2	$86K	Hold	102	–	–	0.01%	476
2016 Q1	$82K	Hold	102	–	–	0.01%	460
2015 Q4	$74K	Hold	102	–	–	0.01%	504
2015 Q3	$76K	Hold	102	–	–	0.01%	523
2015 Q2	$67K	Hold	102	–	–	0.01%	577
2015 Q1	$70K	Hold	102	–	–	0.01%	578
2014 Q4	$64K	Hold	102	–	–	0.01%	596
2014 Q3	$64K	Hold	102	–	–	0.01%	571
2014 Q2	$62K	Hold	102	–	–	0.01%	574
2014 Q1	$61K	Hold	102	–	–	0.01%	565
2013 Q4	$62K	Buy	102 +2	+2%	+$1.18K	0.01%	533
2013 Q3	$57K	Sell	100 -7	-7%	-$4.07K	0.01%	544
2013 Q2	$61K	Buy	+107	New	+$62.4K	0.02%	519

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

FineMark National Bank & Trust's WTM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of White Mountains Insurance (WTM) in Q1 2017, closing a stake of 102 shares — an estimated $85K sold.

FineMark National Bank & Trust first reported a position in WTM in Q2 2013 and held it in 15 quarters. The position peaked at $86K in Q2 2016. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

FineMark National Bank & Trust reported no remaining White Mountains Insurance position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 102 White Mountains Insurance shares in Q1 2017, an estimated $85K.
FineMark National Bank & Trust first reported a position in White Mountains Insurance in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's White Mountains Insurance position peaked at $86K in Q2 2016.
200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.