MB Financial Bank - Trust Department’s White Mountains Insurance WTM Stock Holding History

MB Financial Bank - Trust Department’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	-4	Closed	-$3K	–	457
2015 Q4	$3K	Hold	4	–	–	﹤0.01%	449
2015 Q3	$3K	Hold	4	–	–	﹤0.01%	521
2015 Q2	$3K	Buy	+4	New	+$2.65K	﹤0.01%	532

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

MB Financial Bank - Trust Department's WTM Position: Q1 2016 in Review

MB Financial Bank - Trust Department sold out of White Mountains Insurance (WTM) in Q1 2016, closing a stake of 4 shares — an estimated $3K sold.

MB Financial Bank - Trust Department first reported a position in WTM in Q2 2015 and held it in 3 quarters. The position peaked at $3K in Q4 2015. 196 funds tracked by Wall St. Rank hold WTM as of Q1 2016.

MB Financial Bank - Trust Department reported no remaining White Mountains Insurance position as of Q1 2016 after selling out during the quarter.
MB Financial Bank - Trust Department sold 4 White Mountains Insurance shares in Q1 2016, an estimated $3K.
MB Financial Bank - Trust Department first reported a position in White Mountains Insurance in Q2 2015 and held it in 3 quarters.
MB Financial Bank - Trust Department's White Mountains Insurance position peaked at $3K in Q4 2015.
196 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2016.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2016, filed 15 Apr 2016.