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Piedmont Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Piedmont Investment 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
2018
Q3 		– Sell
-1
Closed -$1K – 2301
2018
Q2 		$1K Buy
+1
New +$881 ﹤0.01% 2823

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Piedmont Investment Advisors's WTM Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of White Mountains Insurance (WTM) in Q3 2018, closing a stake of 1 share — an estimated $1K sold.

Piedmont Investment Advisors first reported a position in WTM in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 239 funds tracked by Wall St. Rank hold WTM as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining White Mountains Insurance position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 1 White Mountains Insurance share in Q3 2018, an estimated $1K.
  • Piedmont Investment Advisors first reported a position in White Mountains Insurance in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's White Mountains Insurance position peaked at $1K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.