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TD Ameritrade Investment Management’s White Mountains Insurance WTM Stock Holding History

TD Ameritrade Investment 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
-22
Closed -$21K – 618
2018
Q3 		$21K Buy
+22
New +$20.4K ﹤0.01% 280

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

TD Ameritrade Investment Management's WTM Position: Q4 2018 in Review

TD Ameritrade Investment Management sold out of White Mountains Insurance (WTM) in Q4 2018, closing a stake of 22 shares — an estimated $21K sold.

TD Ameritrade Investment Management first reported a position in WTM in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

  • TD Ameritrade Investment Management reported no remaining White Mountains Insurance position as of Q4 2018 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 22 White Mountains Insurance shares in Q4 2018, an estimated $21K.
  • TD Ameritrade Investment Management first reported a position in White Mountains Insurance in Q3 2018 and held it in 1 quarter.
  • TD Ameritrade Investment Management's White Mountains Insurance position peaked at $21K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.