Spectrum Advisory Services’s White Mountains Insurance WTM Stock Holding History

Spectrum Advisory Services’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
2016 Q1	$2.07M	Hold	2,577	–	–	0.81%	46
2015 Q4	$1.87M	Hold	2,577	–	–	0.75%	50
2015 Q3	$1.93M	Hold	2,577	–	–	0.8%	46
2015 Q2	$1.69M	Sell	2,577 -100	-4%	-$66.3K	0.64%	54
2015 Q1	$1.83M	Sell	2,677 -43	-2%	-$28.4K	0.65%	55
2014 Q4	$1.71M	Hold	2,720	–	–	0.59%	57
2014 Q3	$1.71M	Sell	2,720 -90	-3%	-$56.2K	0.62%	54
2014 Q2	$1.71M	Hold	2,810	–	–	0.59%	57
2014 Q1	$1.69M	Sell	2,810 -9	-0.3%	-$5.25K	0.6%	56
2013 Q4	$1.7M	Sell	2,819 -16	-0.6%	-$9.43K	0.6%	55
2013 Q3	$1.61M	Sell	2,835 -10	-0.4%	-$5.81K	0.62%	54
2013 Q2	$1.64M	Buy	+2,845	New	+$1.66M	0.66%	50

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Spectrum Advisory Services's WTM Position: Q1 2016 in Review

Spectrum Advisory Services held its White Mountains Insurance (WTM) position steady in Q1 2016 at 2,577 shares worth $2.07M. The position accounts for 0.81% of the portfolio, ranked #46.

Spectrum Advisory Services first reported a position in WTM in Q2 2013 and has held it in 12 quarters since. 196 funds tracked by Wall St. Rank hold WTM as of Q1 2016.

Spectrum Advisory Services held 2,577 shares of White Mountains Insurance worth $2.07M as of Q1 2016.
Spectrum Advisory Services left its White Mountains Insurance share count unchanged in Q1 2016.
White Mountains Insurance made up 0.81% of Spectrum Advisory Services's portfolio in Q1 2016, its #46 holding.
Spectrum Advisory Services first reported a position in White Mountains Insurance in Q2 2013 and has held it in 12 quarters since.
196 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.