SeaCrest Wealth Management’s White Mountains Insurance WTM Stock Holding History

SeaCrest Wealth 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
2018 Q4	–	Sell	-63	Closed	-$59K	–	2311
2018 Q3	$59K	Hold	63	–	–	0.01%	934
2018 Q2	$57K	Sell	63 -3	-5%	-$2.64K	0.01%	932
2018 Q1	$54K	Buy	66 +12	+22%	+$9.91K	0.01%	925
2017 Q4	$46K	Buy	+54	New	+$47.2K	0.01%	999

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SeaCrest Wealth Management's WTM Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of White Mountains Insurance (WTM) in Q4 2018, closing a stake of 63 shares — an estimated $59K sold.

SeaCrest Wealth Management first reported a position in WTM in Q4 2017 and held it in 4 quarters. The position peaked at $59K in Q3 2018. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

SeaCrest Wealth Management reported no remaining White Mountains Insurance position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 63 White Mountains Insurance shares in Q4 2018, an estimated $59K.
SeaCrest Wealth Management first reported a position in White Mountains Insurance in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's White Mountains Insurance position peaked at $59K in Q3 2018.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.