Wealthspire Advisors (Maryland)’s White Mountains Insurance WTM Stock Holding History

Wealthspire Advisors (Maryland)’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	-10	Closed	-$9K	–	2528
2018 Q2	$9K	Buy	+10	New	+$8.81K	﹤0.01%	1596
2017 Q4	–	Sell	-7	Closed	-$6K	–	2574
2017 Q3	$6K	Sell	7 -29	-81%	-$24.9K	﹤0.01%	1759
2017 Q2	$31K	Hold	36	–	–	﹤0.01%	1118
2017 Q1	$32K	Buy	36 +7	+24%	+$6.27K	﹤0.01%	938
2016 Q4	$24K	Hold	29	–	–	﹤0.01%	970
2016 Q3	$24K	Hold	29	–	–	﹤0.01%	1007
2016 Q2	$24K	Hold	29	–	–	﹤0.01%	945
2016 Q1	$23K	Hold	29	–	–	﹤0.01%	933
2015 Q4	$21K	Buy	+29	New	+$22.2K	﹤0.01%	959

Other funds holding WTM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

LCOV

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

Wealthspire Advisors (Maryland)'s WTM Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of White Mountains Insurance (WTM) in Q3 2018, closing a stake of 10 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in WTM in Q4 2015 and held it in 9 quarters. The position peaked at $32K in Q1 2017. 239 funds tracked by Wall St. Rank hold WTM as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining White Mountains Insurance position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 10 White Mountains Insurance shares in Q3 2018, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in White Mountains Insurance in Q4 2015 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s White Mountains Insurance position peaked at $32K in Q1 2017.
239 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.