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Waverly Advisors’s White Mountains Insurance WTM Stock Holding History

Waverly Advisors’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
2014
Q4 		– Sell
-12
Closed -$8K – 685
2014
Q3 		$8K Hold
12
– – ﹤0.01% 544
2014
Q2 		$7K Hold
12
– – ﹤0.01% 533
2014
Q1 		$7K Hold
12
– – ﹤0.01% 498
2013
Q4 		$7K Buy
+12
New +$7.07K ﹤0.01% 629

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's WTM Position: Q4 2014 in Review

Waverly Advisors sold out of White Mountains Insurance (WTM) in Q4 2014, closing a stake of 12 shares — an estimated $8K sold.

Waverly Advisors first reported a position in WTM in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2014. 183 funds tracked by Wall St. Rank hold WTM as of Q4 2014.

  • Waverly Advisors reported no remaining White Mountains Insurance position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 12 White Mountains Insurance shares in Q4 2014, an estimated $8K.
  • Waverly Advisors first reported a position in White Mountains Insurance in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's White Mountains Insurance position peaked at $8K in Q3 2014.
  • 183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.