MWM
WTM icon

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

Mascoma 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
2017
Q4 		– Sell
-5,344
Closed -$4.58M – 424
2017
Q3 		$4.58M Sell
5,344
-14,158
-73% -$12.2M 3.06% 10
2017
Q2 		$16.9M Sell
19,502
-5,049
-21% -$4.38M 11.43% 1
2017
Q1 		$21.6M Hold
24,551
– – 15.47% 1
2016
Q4 		$20.5M Buy
+24,551
New +$20.6M 15.1% 1

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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Mascoma Wealth Management's WTM Position: Q4 2017 in Review

Mascoma Wealth Management sold out of White Mountains Insurance (WTM) in Q4 2017, closing a stake of 5,344 shares — an estimated $4.58M sold.

Mascoma Wealth Management first reported a position in WTM in Q4 2016 and held it in 4 quarters. The position peaked at $21.6M in Q1 2017. 214 funds tracked by Wall St. Rank hold WTM as of Q4 2017.

  • Mascoma Wealth Management reported no remaining White Mountains Insurance position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 5,344 White Mountains Insurance shares in Q4 2017, an estimated $4.58M.
  • Mascoma Wealth Management first reported a position in White Mountains Insurance in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's White Mountains Insurance position peaked at $21.6M in Q1 2017.
  • 214 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.