Pacer Advisors
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Pacer Advisors’s White Mountains Insurance WTM Stock Holding History

Pacer 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
Q3 		– Sell
-721
Closed -$626K – 1265
2017
Q2 		$626K Buy
+721
New +$626K 0.06% 471
2016
Q3 		– Sell
-470
Closed -$396K – 1085
2016
Q2 		$396K Buy
+470
New +$383K 0.06% 440

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Pacer Advisors's WTM Position: Q3 2017 in Review

Pacer Advisors sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 721 shares — an estimated $626K sold.

Pacer Advisors first reported a position in WTM in Q2 2016 and held it in 2 quarters. The position peaked at $626K in Q2 2017. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

  • Pacer Advisors reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
  • Pacer Advisors sold 721 White Mountains Insurance shares in Q3 2017, an estimated $626K.
  • Pacer Advisors first reported a position in White Mountains Insurance in Q2 2016 and held it in 2 quarters.
  • Pacer Advisors's White Mountains Insurance position peaked at $626K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on Pacer Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.