Old Mutual Customised Solutions’s White Mountains Insurance WTM Stock Holding History

Old Mutual Customised Solutions’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
2014 Q1	–	Sell	-200	Closed	-$121K	–	769
2013 Q4	$121K	Hold	200	–	–	0.03%	538
2013 Q3	$114K	Hold	200	–	–	0.03%	551
2013 Q2	$115K	Buy	+200	New	+$117K	0.03%	559

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

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

BIT

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Old Mutual Customised Solutions's WTM Position: Q1 2014 in Review

Old Mutual Customised Solutions sold out of White Mountains Insurance (WTM) in Q1 2014, closing a stake of 200 shares — an estimated $121K sold.

Old Mutual Customised Solutions first reported a position in WTM in Q2 2013 and held it in 3 quarters. The position peaked at $121K in Q4 2013. 186 funds tracked by Wall St. Rank hold WTM as of Q1 2014.

Old Mutual Customised Solutions reported no remaining White Mountains Insurance position as of Q1 2014 after selling out during the quarter.
Old Mutual Customised Solutions sold 200 White Mountains Insurance shares in Q1 2014, an estimated $121K.
Old Mutual Customised Solutions first reported a position in White Mountains Insurance in Q2 2013 and held it in 3 quarters.
Old Mutual Customised Solutions's White Mountains Insurance position peaked at $121K in Q4 2013.
186 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2014.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2014, filed 5 May 2014.