PCP
WTM icon

Proficio Capital Partners’s White Mountains Insurance WTM Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-12
Closed -$12K – 1562
2019
Q2 		$12K Buy
12
+7
+140% +$6.73K ﹤0.01% 890
2019
Q1 		$5K Hold
5
– – ﹤0.01% 1125
2018
Q4 		$4K Buy
5
+1
+25% +$891 ﹤0.01% 920
2018
Q3 		$4K Hold
4
– – ﹤0.01% 1014
2018
Q2 		$4K Sell
4
-5
-56% -$4.4K ﹤0.01% 1044
2018
Q1 		$7K Sell
9
-23
-72% -$19K ﹤0.01% 943
2017
Q4 		$27K Hold
32
– – 0.01% 499
2017
Q3 		$27K Buy
32
+24
+300% +$20.6K 0.01% 524
2017
Q2 		$7K Sell
8
-7
-47% -$6.07K ﹤0.01% 902
2017
Q1 		$13K Buy
15
+7
+88% +$6.27K 0.01% 750
2016
Q4 		$7K Buy
8
+2
+33% +$1.68K ﹤0.01% 692
2016
Q3 		$5K Buy
6
+3
+100% +$2.47K ﹤0.01% 726
2016
Q2 		$2K Buy
3
+2
+200% +$1.63K ﹤0.01% 846
2016
Q1 		$1K Buy
+1
New +$748 ﹤0.01% 965

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Proficio Capital Partners's WTM Position: Q3 2019 in Review

Proficio Capital Partners sold out of White Mountains Insurance (WTM) in Q3 2019, closing a stake of 12 shares — an estimated $12K sold.

Proficio Capital Partners first reported a position in WTM in Q1 2016 and held it in 14 quarters. The position peaked at $27K in Q4 2017. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

  • Proficio Capital Partners reported no remaining White Mountains Insurance position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 12 White Mountains Insurance shares in Q3 2019, an estimated $12K.
  • Proficio Capital Partners first reported a position in White Mountains Insurance in Q1 2016 and held it in 14 quarters.
  • Proficio Capital Partners's White Mountains Insurance position peaked at $27K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.