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Holistic Financial Partners’s White Mountains Insurance WTM Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-8
Closed -$7K – 369
2018
Q1 		$7K Hold
8
– – 0.01% 350
2017
Q4 		$7K Buy
+8
New +$6.99K 0.01% 357

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Holistic Financial Partners's WTM Position: Q2 2018 in Review

Holistic Financial Partners sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 8 shares — an estimated $7K sold.

Holistic Financial Partners first reported a position in WTM in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • Holistic Financial Partners reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 8 White Mountains Insurance shares in Q2 2018, an estimated $7K.
  • Holistic Financial Partners first reported a position in White Mountains Insurance in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's White Mountains Insurance position peaked at $7K in Q1 2018.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.