Kanaly Trust’s White Mountains Insurance WTM Stock Holding History

Kanaly Trust’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 Q1	–	Sell	-41	Closed	-$30K	–	932
2015 Q4	$30K	Hold	41	–	–	0.01%	358
2015 Q3	$31K	Hold	41	–	–	0.01%	362
2015 Q2	$27K	Buy	+41	New	+$27.2K	0.01%	415

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kanaly Trust's WTM Position: Q1 2016 in Review

Kanaly Trust sold out of White Mountains Insurance (WTM) in Q1 2016, closing a stake of 41 shares — an estimated $30K sold.

Kanaly Trust first reported a position in WTM in Q2 2015 and held it in 3 quarters. The position peaked at $31K in Q3 2015. 196 funds tracked by Wall St. Rank hold WTM as of Q1 2016.

Kanaly Trust reported no remaining White Mountains Insurance position as of Q1 2016 after selling out during the quarter.
Kanaly Trust sold 41 White Mountains Insurance shares in Q1 2016, an estimated $30K.
Kanaly Trust first reported a position in White Mountains Insurance in Q2 2015 and held it in 3 quarters.
Kanaly Trust's White Mountains Insurance position peaked at $31K in Q3 2015.
196 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2016.

Based on Kanaly Trust's 13F filing for Q1 2016, filed 13 Apr 2016.