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Invictus RG’s White Mountains Insurance WTM Stock Holding History

Invictus RG’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
2016
Q3 		– Sell
-25
Closed -$21K – 814
2016
Q2 		$21K Buy
25
+19
+317% +$15.5K 0.02% 431
2016
Q1 		$5K Buy
+6
New +$4.49K 0.01% 537

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Invictus RG's WTM Position: Q3 2016 in Review

Invictus RG sold out of White Mountains Insurance (WTM) in Q3 2016, closing a stake of 25 shares — an estimated $21K sold.

Invictus RG first reported a position in WTM in Q1 2016 and held it in 2 quarters. The position peaked at $21K in Q2 2016. 191 funds tracked by Wall St. Rank hold WTM as of Q3 2016.

  • Invictus RG reported no remaining White Mountains Insurance position as of Q3 2016 after selling out during the quarter.
  • Invictus RG sold 25 White Mountains Insurance shares in Q3 2016, an estimated $21K.
  • Invictus RG first reported a position in White Mountains Insurance in Q1 2016 and held it in 2 quarters.
  • Invictus RG's White Mountains Insurance position peaked at $21K in Q2 2016.
  • 191 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2016.

Based on Invictus RG's 13F filing for Q3 2016, filed 14 Nov 2016.