Mackenzie Financial’s White Mountains Insurance WTM Stock Holding History

Mackenzie Financial’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 Q4	–	Sell	-445	Closed	-$416K	–	1254
2018 Q3	$416K	Hold	445	–	–	﹤0.01%	927
2018 Q2	$403K	Sell	445 -1,600	-78%	-$1.41M	﹤0.01%	831
2018 Q1	$1.68M	Hold	2,045	–	–	﹤0.01%	588
2017 Q4	$1.74M	Buy	+2,045	New	+$1.79M	﹤0.01%	549

Other funds holding WTM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mackenzie Financial's WTM Position: Q4 2018 in Review

Mackenzie Financial sold out of White Mountains Insurance (WTM) in Q4 2018, closing a stake of 445 shares — an estimated $416K sold.

Mackenzie Financial first reported a position in WTM in Q4 2017 and held it in 4 quarters. The position peaked at $1.74M in Q4 2017. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

Mackenzie Financial reported no remaining White Mountains Insurance position as of Q4 2018 after selling out during the quarter.
Mackenzie Financial sold 445 White Mountains Insurance shares in Q4 2018, an estimated $416K.
Mackenzie Financial first reported a position in White Mountains Insurance in Q4 2017 and held it in 4 quarters.
Mackenzie Financial's White Mountains Insurance position peaked at $1.74M in Q4 2017.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on Mackenzie Financial's 13F filing for Q4 2018, filed 6 Feb 2019.