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IBM Retirement Fund’s White Mountains Insurance WTM Stock Holding History

IBM Retirement Fund’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
-348
Closed -$291K – 749
2016
Q4 		$291K Sell
348
-107
-24% -$89.7K 0.01% 785
2016
Q3 		$378K Sell
455
-20
-4% -$16.5K 0.02% 747
2016
Q2 		$400K Sell
475
-118
-20% -$96.3K 0.01% 750
2016
Q1 		$476K Sell
593
-791
-57% -$592K 0.02% 672
2015
Q4 		$1.01M Buy
+1,384
New +$1.06M 0.02% 738
2015
Q3 		– Sell
-1,391
Closed -$911K – 1007
2015
Q2 		$911K Sell
1,391
-66
-5% -$43.8K 0.02% 795
2015
Q1 		$997K Hold
1,457
– – 0.02% 755
2014
Q4 		$918K Buy
1,457
+131
+10% +$83.3K 0.02% 777
2014
Q3 		$835K Sell
1,326
-173
-12% -$108K 0.02% 764
2014
Q2 		$919K Buy
1,499
+21
+1% +$12.5K 0.02% 813
2014
Q1 		$897K Sell
1,478
-834
-36% -$487K 0.02% 800
2013
Q4 		$1.4M Sell
2,312
-162
-7% -$95.5K 0.02% 797
2013
Q3 		$1.4M Sell
2,474
-384
-13% -$223K 0.02% 784
2013
Q2 		$1.64M Buy
+2,858
New +$1.67M 0.02% 752

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

IBM Retirement Fund's WTM Position: Q1 2017 in Review

IBM Retirement Fund sold out of White Mountains Insurance (WTM) in Q1 2017, closing a stake of 348 shares — an estimated $291K sold.

IBM Retirement Fund first reported a position in WTM in Q2 2013 and held it in 14 quarters. The position peaked at $1.64M in Q2 2013. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

  • IBM Retirement Fund reported no remaining White Mountains Insurance position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 348 White Mountains Insurance shares in Q1 2017, an estimated $291K.
  • IBM Retirement Fund first reported a position in White Mountains Insurance in Q2 2013 and held it in 14 quarters.
  • IBM Retirement Fund's White Mountains Insurance position peaked at $1.64M in Q2 2013.
  • 200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.