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TrustCore Financial Services’s White Mountains Insurance WTM Stock Holding History

TrustCore Financial 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
2018
Q3 		– Sell
-3
Closed -$3K – 995
2018
Q2 		$3K Buy
+3
New +$2.64K ﹤0.01% 788

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LCOV
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TrustCore Financial Services's WTM Position: Q3 2018 in Review

TrustCore Financial Services sold out of White Mountains Insurance (WTM) in Q3 2018, closing a stake of 3 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in WTM in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 239 funds tracked by Wall St. Rank hold WTM as of Q3 2018.

  • TrustCore Financial Services reported no remaining White Mountains Insurance position as of Q3 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 3 White Mountains Insurance shares in Q3 2018, an estimated $3K.
  • TrustCore Financial Services first reported a position in White Mountains Insurance in Q2 2018 and held it in 1 quarter.
  • TrustCore Financial Services's White Mountains Insurance position peaked at $3K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.