Nationwide Fund Advisors’s White Mountains Insurance WTM Stock Holding History

Nationwide Fund 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
2017 Q4	–	Sell	-369	Closed	-$316K	–	2135
2017 Q3	$316K	Sell	369 -93	-20%	-$80K	﹤0.01%	2416
2017 Q2	$401K	Buy	462 +97	+27%	+$84.2K	﹤0.01%	2291
2017 Q1	$321K	Buy	365 +205	+128%	+$184K	﹤0.01%	2383
2016 Q4	$134K	Buy	+160	New	+$134K	﹤0.01%	2778
2016 Q3	–	Sell	-173	Closed	-$146K	–	3248
2016 Q2	$146K	Sell	173 -394	-69%	-$321K	﹤0.01%	2757
2016 Q1	$455K	Hold	567	–	–	﹤0.01%	2148
2015 Q4	$412K	Hold	567	–	–	﹤0.01%	2204
2015 Q3	$424K	Hold	567	–	–	﹤0.01%	2208
2015 Q2	$371K	Hold	567	–	–	﹤0.01%	2414
2015 Q1	$388K	Hold	567	–	–	﹤0.01%	2365
2014 Q4	$357K	Hold	567	–	–	﹤0.01%	2378
2014 Q3	$357K	Hold	567	–	–	﹤0.01%	2405
2014 Q2	$345K	Buy	+567	New	+$338K	﹤0.01%	2468

Other funds holding WTM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LCOV

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

FMI

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nationwide Fund Advisors's WTM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of White Mountains Insurance (WTM) in Q4 2017, closing a stake of 369 shares — an estimated $316K sold.

Nationwide Fund Advisors first reported a position in WTM in Q2 2014 and held it in 13 quarters. The position peaked at $455K in Q1 2016. 214 funds tracked by Wall St. Rank hold WTM as of Q4 2017.

Nationwide Fund Advisors reported no remaining White Mountains Insurance position as of Q4 2017 after selling out during the quarter.
Nationwide Fund Advisors sold 369 White Mountains Insurance shares in Q4 2017, an estimated $316K.
Nationwide Fund Advisors first reported a position in White Mountains Insurance in Q2 2014 and held it in 13 quarters.
Nationwide Fund Advisors's White Mountains Insurance position peaked at $455K in Q1 2016.
214 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.