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Foresters Investment Management’s White Mountains Insurance WTM Stock Holding History

Foresters Investment 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
2018
Q1 		– Sell
-252
Closed -$215K – 574
2017
Q4 		$215K Buy
252
+41
+19% +$35.8K ﹤0.01% 487
2017
Q3 		$181K Buy
211
+57
+37% +$49K ﹤0.01% 486
2017
Q2 		$134K Buy
+154
New +$134K ﹤0.01% 509

Other funds holding WTM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Foresters Investment Management's WTM Position: Q1 2018 in Review

Foresters Investment Management sold out of White Mountains Insurance (WTM) in Q1 2018, closing a stake of 252 shares — an estimated $215K sold.

Foresters Investment Management first reported a position in WTM in Q2 2017 and held it in 3 quarters. The position peaked at $215K in Q4 2017. 232 funds tracked by Wall St. Rank hold WTM as of Q1 2018.

  • Foresters Investment Management reported no remaining White Mountains Insurance position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 252 White Mountains Insurance shares in Q1 2018, an estimated $215K.
  • Foresters Investment Management first reported a position in White Mountains Insurance in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's White Mountains Insurance position peaked at $215K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.