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Guggenheim Capital’s White Mountains Insurance WTM Stock Holding History

Guggenheim Capital’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
Q2 		– Sell
-481
Closed -$423K – 2877
2017
Q1 		$423K Hold
481
– – ﹤0.01% 2432
2016
Q4 		$402K Hold
481
– – ﹤0.01% 2493
2016
Q3 		$399K Sell
481
-119
-20% -$98.1K ﹤0.01% 2463
2016
Q2 		$505K Sell
600
-100
-14% -$81.6K ﹤0.01% 2372
2016
Q1 		$562K Sell
700
-126
-15% -$94.3K ﹤0.01% 2323
2015
Q4 		$600K Sell
826
-59
-7% -$45.2K ﹤0.01% 2351
2015
Q3 		$661K Buy
+885
New +$637K ﹤0.01% 2308

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
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

Guggenheim Capital's WTM Position: Q2 2017 in Review

Guggenheim Capital sold out of White Mountains Insurance (WTM) in Q2 2017, closing a stake of 481 shares — an estimated $423K sold.

Guggenheim Capital first reported a position in WTM in Q3 2015 and held it in 7 quarters. The position peaked at $661K in Q3 2015. 205 funds tracked by Wall St. Rank hold WTM as of Q2 2017.

  • Guggenheim Capital reported no remaining White Mountains Insurance position as of Q2 2017 after selling out during the quarter.
  • Guggenheim Capital sold 481 White Mountains Insurance shares in Q2 2017, an estimated $423K.
  • Guggenheim Capital first reported a position in White Mountains Insurance in Q3 2015 and held it in 7 quarters.
  • Guggenheim Capital's White Mountains Insurance position peaked at $661K in Q3 2015.
  • 205 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2017.

Based on Guggenheim Capital's 13F filing for Q2 2017, filed 14 Aug 2017.