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Whitnell & Co’s White Mountains Insurance WTM Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-17
Closed -$10K – 375
2013
Q2 		$10K Buy
+17
New +$9.92K 0.01% 281

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BIT
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Whitnell & Co's WTM Position: Q3 2013 in Review

Whitnell & Co sold out of White Mountains Insurance (WTM) in Q3 2013, closing a stake of 17 shares — an estimated $10K sold.

Whitnell & Co first reported a position in WTM in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 180 funds tracked by Wall St. Rank hold WTM as of Q3 2013.

  • Whitnell & Co reported no remaining White Mountains Insurance position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 17 White Mountains Insurance shares in Q3 2013, an estimated $10K.
  • Whitnell & Co first reported a position in White Mountains Insurance in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's White Mountains Insurance position peaked at $10K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.