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Wagner Wealth Management (South Carolina)’s White Mountains Insurance WTM Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-3
Closed -$2.64K – 714
2018
Q1 		$2K Hold
3
– – ﹤0.01% 491
2017
Q4 		$3K Buy
+3
New +$2.62K ﹤0.01% 615

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WTM Position: Q2 2018 in Review

Wagner Wealth Management (South Carolina) sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 3 shares — an estimated $2.64K sold.

Wagner Wealth Management (South Carolina) first reported a position in WTM in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 3 White Mountains Insurance shares in Q2 2018, an estimated $2.64K.
  • Wagner Wealth Management (South Carolina) first reported a position in White Mountains Insurance in Q4 2017 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s White Mountains Insurance position peaked at $3K in Q4 2017.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2018, filed 1 Aug 2018.