Nationwide Fund Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-369
| Closed | -$316K | – | 2133 |
|
|
2017
Q3 | $316K | Sell |
369
-93
| -20% | -$79.6K | ﹤0.01% | 2416 |
|
|
2017
Q2 | $401K | Buy |
462
+97
| +27% | +$84.2K | ﹤0.01% | 2291 |
|
|
2017
Q1 | $321K | Buy |
365
+205
| +128% | +$180K | ﹤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% | -$333K | ﹤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 | +$345K | ﹤0.01% | 2468 |
|