Winslow Evans & Crocker’s White Mountains Insurance WTM Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-49	Closed	-$42.6K	–	1255
2017 Q2	$42.6K	Buy	49 +23	+88%	+$20K	0.01%	589
2017 Q1	$22K	Hold	26	–	–	0.01%	712
2016 Q4	$20.9K	Hold	26	–	–	0.01%	710
2016 Q3	$20.8K	Sell	26 -274	-91%	-$226K	0.01%	721
2016 Q2	$253K	Hold	300	–	–	0.08%	247
2016 Q1	$241K	Hold	300	–	–	0.07%	241
2015 Q4	$218K	Hold	300	–	–	0.06%	281
2015 Q3	$224K	Hold	300	–	–	0.07%	256
2015 Q2	$196K	Hold	300	–	–	0.06%	313
2015 Q1	$205K	Hold	300	–	–	0.06%	292
2014 Q4	$189K	Hold	300	–	–	0.05%	294
2014 Q3	$189K	Buy	+300	New	+$187K	0.05%	313

Other funds holding WTM

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LCOV

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Winslow Evans & Crocker's WTM Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 49 shares — an estimated $42.6K sold.

Winslow Evans & Crocker first reported a position in WTM in Q3 2014 and held it in 12 quarters. The position peaked at $253K in Q2 2016. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

Winslow Evans & Crocker reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 49 White Mountains Insurance shares in Q3 2017, an estimated $42.6K.
Winslow Evans & Crocker first reported a position in White Mountains Insurance in Q3 2014 and held it in 12 quarters.
Winslow Evans & Crocker's White Mountains Insurance position peaked at $253K in Q2 2016.
193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.