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RPG Investment Advisory’s White Mountains Insurance WTM Stock Holding History

RPG Investment Advisory’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
Q4 		– Sell
-2
Closed -$2K – 519
2017
Q3 		$2K Buy
+2
New +$1.72K ﹤0.01% 330

Other funds holding WTM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

RPG Investment Advisory's WTM Position: Q4 2017 in Review

RPG Investment Advisory sold out of White Mountains Insurance (WTM) in Q4 2017, closing a stake of 2 shares — an estimated $2K sold.

RPG Investment Advisory first reported a position in WTM in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 214 funds tracked by Wall St. Rank hold WTM as of Q4 2017.

  • RPG Investment Advisory reported no remaining White Mountains Insurance position as of Q4 2017 after selling out during the quarter.
  • RPG Investment Advisory sold 2 White Mountains Insurance shares in Q4 2017, an estimated $2K.
  • RPG Investment Advisory first reported a position in White Mountains Insurance in Q3 2017 and held it in 1 quarter.
  • RPG Investment Advisory's White Mountains Insurance position peaked at $2K in Q3 2017.
  • 214 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2017.

Based on RPG Investment Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.