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IHT Wealth Management’s White Mountains Insurance WTM Stock Holding History

IHT Wealth 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
-2
Closed -$2K – 1767
2017
Q4 		$2K Hold
2
– – ﹤0.01% 1525
2017
Q3 		$2K Hold
2
– – ﹤0.01% 1245
2017
Q2 		$198 Hold
2
– – 0.1% 230
2017
Q1 		$2K Hold
2
– – ﹤0.01% 1108
2016
Q4 		$2K Buy
+2
New +$1.68K ﹤0.01% 1061

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

IHT Wealth Management's WTM Position: Q1 2018 in Review

IHT Wealth Management sold out of White Mountains Insurance (WTM) in Q1 2018, closing a stake of 2 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in WTM in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 232 funds tracked by Wall St. Rank hold WTM as of Q1 2018.

  • IHT Wealth Management reported no remaining White Mountains Insurance position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2 White Mountains Insurance shares in Q1 2018, an estimated $2K.
  • IHT Wealth Management first reported a position in White Mountains Insurance in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's White Mountains Insurance position peaked at $2K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.