Wilmington Trust National Association’s White Mountains Insurance WTM Stock Holding History

Wilmington Trust National Association’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 Q2	–	Sell	-515	Closed	-$309K	–	628
2014 Q1	$309K	Buy	515 +10	+2%	+$5.83K	0.01%	461
2013 Q4	$304K	Sell	505 -156	-24%	-$91.9K	0.01%	446
2013 Q3	$375K	Buy	661 +23	+4%	+$13.4K	0.02%	405
2013 Q2	$367K	Buy	+638	New	+$372K	0.02%	394

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LCOV

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Wilmington Trust National Association's WTM Position: Q2 2014 in Review

Wilmington Trust National Association sold out of White Mountains Insurance (WTM) in Q2 2014, closing a stake of 515 shares — an estimated $309K sold.

Wilmington Trust National Association first reported a position in WTM in Q2 2013 and held it in 4 quarters. The position peaked at $375K in Q3 2013. 183 funds tracked by Wall St. Rank hold WTM as of Q2 2014.

Wilmington Trust National Association reported no remaining White Mountains Insurance position as of Q2 2014 after selling out during the quarter.
Wilmington Trust National Association sold 515 White Mountains Insurance shares in Q2 2014, an estimated $309K.
Wilmington Trust National Association first reported a position in White Mountains Insurance in Q2 2013 and held it in 4 quarters.
Wilmington Trust National Association's White Mountains Insurance position peaked at $375K in Q3 2013.
183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.