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Santori & Peters Inc’s White Mountains Insurance WTM Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-12
Closed -$9K – 535
2017
Q4 		$9K Buy
+12
New +$10.5K 0.01% 332

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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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Santori & Peters Inc's WTM Position: Q1 2018 in Review

Santori & Peters Inc sold out of White Mountains Insurance (WTM) in Q1 2018, closing a stake of 12 shares — an estimated $9K sold.

Santori & Peters Inc first reported a position in WTM in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 232 funds tracked by Wall St. Rank hold WTM as of Q1 2018.

  • Santori & Peters Inc reported no remaining White Mountains Insurance position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 12 White Mountains Insurance shares in Q1 2018, an estimated $9K.
  • Santori & Peters Inc first reported a position in White Mountains Insurance in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's White Mountains Insurance position peaked at $9K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.