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WFG Advisors’s White Mountains Insurance WTM Stock Holding History

WFG 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
2015
Q4 		– Sell
-2
Closed -$1K – 1685
2015
Q3 		$1K Buy
+2
New +$1.44K ﹤0.01% 1535

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Vanguard Group
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LCOV
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Jennison Associates
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

WFG Advisors's WTM Position: Q4 2015 in Review

WFG Advisors sold out of White Mountains Insurance (WTM) in Q4 2015, closing a stake of 2 shares — an estimated $1K sold.

WFG Advisors first reported a position in WTM in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 196 funds tracked by Wall St. Rank hold WTM as of Q4 2015.

  • WFG Advisors reported no remaining White Mountains Insurance position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 2 White Mountains Insurance shares in Q4 2015, an estimated $1K.
  • WFG Advisors first reported a position in White Mountains Insurance in Q3 2015 and held it in 1 quarter.
  • WFG Advisors's White Mountains Insurance position peaked at $1K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.