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Penserra Capital Management’s White Mountains Insurance WTM Stock Holding History

Penserra Capital Management’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
Q1 		– Sell
-25
Closed -$20K – 855
2016
Q4 		$20K Buy
25
+4
+19% +$3.35K ﹤0.01% 638
2016
Q3 		$17K Buy
21
+8
+62% +$6.59K ﹤0.01% 637
2016
Q2 		$11K Buy
13
+4
+44% +$3.26K ﹤0.01% 613
2016
Q1 		$7 Sell
9
-1
-10% -$748 ﹤0.01% 563
2015
Q4 		$7K Buy
+10
New +$7.66K ﹤0.01% 663

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Penserra Capital Management's WTM Position: Q1 2017 in Review

Penserra Capital Management sold out of White Mountains Insurance (WTM) in Q1 2017, closing a stake of 25 shares — an estimated $20K sold.

Penserra Capital Management first reported a position in WTM in Q4 2015 and held it in 5 quarters. The position peaked at $20K in Q4 2016. 200 funds tracked by Wall St. Rank hold WTM as of Q1 2017.

  • Penserra Capital Management reported no remaining White Mountains Insurance position as of Q1 2017 after selling out during the quarter.
  • Penserra Capital Management sold 25 White Mountains Insurance shares in Q1 2017, an estimated $20K.
  • Penserra Capital Management first reported a position in White Mountains Insurance in Q4 2015 and held it in 5 quarters.
  • Penserra Capital Management's White Mountains Insurance position peaked at $20K in Q4 2016.
  • 200 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2017.

Based on Penserra Capital Management's 13F filing for Q1 2017, filed 9 May 2017.