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First Citizens Bank & Trust’s White Mountains Insurance WTM Stock Holding History

First Citizens 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
2013
Q4 		– Sell
-582
Closed -$330K – 811
2013
Q3 		$330K Buy
582
+61
+12% +$35.4K 0.01% 892
2013
Q2 		$300K Buy
+521
New +$304K 0.01% 884

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Principal Financial Group
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Boston Partners
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First Citizens Bank & Trust's WTM Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of White Mountains Insurance (WTM) in Q4 2013, closing a stake of 582 shares — an estimated $330K sold.

First Citizens Bank & Trust first reported a position in WTM in Q2 2013 and held it in 2 quarters. The position peaked at $330K in Q3 2013. 186 funds tracked by Wall St. Rank hold WTM as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining White Mountains Insurance position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 582 White Mountains Insurance shares in Q4 2013, an estimated $330K.
  • First Citizens Bank & Trust first reported a position in White Mountains Insurance in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's White Mountains Insurance position peaked at $330K in Q3 2013.
  • 186 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.