MUFG Americas’s White Mountains Insurance WTM Stock Holding History

MUFG Americas’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
2015 Q2	–	Sell	-55	Closed	-$38K	–	1283
2015 Q1	$38K	Buy	55 +6	+12%	+$3.96K	﹤0.01%	714
2014 Q4	$31K	Buy	49 +1	+2%	+$636	﹤0.01%	750
2014 Q3	$30K	Buy	48 +6	+14%	+$3.75K	﹤0.01%	762
2014 Q2	$26K	Buy	42 +25	+147%	+$14.9K	﹤0.01%	798
2014 Q1	$10K	Hold	17	–	–	﹤0.01%	906
2013 Q4	$10K	Buy	17 +6	+55%	+$3.54K	﹤0.01%	919
2013 Q3	$6K	Buy	+11	New	+$6.39K	﹤0.01%	1070

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LCOV

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

BIT

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

MUFG Americas's WTM Position: Q2 2015 in Review

MUFG Americas sold out of White Mountains Insurance (WTM) in Q2 2015, closing a stake of 55 shares — an estimated $38K sold.

MUFG Americas first reported a position in WTM in Q3 2013 and held it in 7 quarters. The position peaked at $38K in Q1 2015. 174 funds tracked by Wall St. Rank hold WTM as of Q2 2015.

MUFG Americas reported no remaining White Mountains Insurance position as of Q2 2015 after selling out during the quarter.
MUFG Americas sold 55 White Mountains Insurance shares in Q2 2015, an estimated $38K.
MUFG Americas first reported a position in White Mountains Insurance in Q3 2013 and held it in 7 quarters.
MUFG Americas's White Mountains Insurance position peaked at $38K in Q1 2015.
174 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2015.

Based on MUFG Americas's 13F filing for Q2 2015, filed 13 Aug 2015.