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LS Investment Advisors’s White Mountains Insurance WTM Stock Holding History

LS Investment Advisors’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
-13
Closed -$9K – 1870
2015
Q4 		$9K Buy
+13
New +$9.96K ﹤0.01% 1671

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Vanguard Group
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LCOV
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Principal Financial Group
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Jennison Associates
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
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

LS Investment Advisors's WTM Position: Q1 2016 in Review

LS Investment Advisors sold out of White Mountains Insurance (WTM) in Q1 2016, closing a stake of 13 shares — an estimated $9K sold.

LS Investment Advisors first reported a position in WTM in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 196 funds tracked by Wall St. Rank hold WTM as of Q1 2016.

  • LS Investment Advisors reported no remaining White Mountains Insurance position as of Q1 2016 after selling out during the quarter.
  • LS Investment Advisors sold 13 White Mountains Insurance shares in Q1 2016, an estimated $9K.
  • LS Investment Advisors first reported a position in White Mountains Insurance in Q4 2015 and held it in 1 quarter.
  • LS Investment Advisors's White Mountains Insurance position peaked at $9K in Q4 2015.
  • 196 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2016.

Based on LS Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.