AR
ALLY icon

Advisory Research’s Ally Financial ALLY Stock Holding History

Advisory Research’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-40,960
Closed -$767K – 252
2016
Q1 		$767K Sell
40,960
-1,557,561
-97% -$26.8M 0.01% 195
2015
Q4 		$29.8M Sell
1,598,521
-114,026
-7% -$2.26M 0.45% 68
2015
Q3 		$34.9M Sell
1,712,547
-372,317
-18% -$8.09M 0.5% 63
2015
Q2 		$46.8M Sell
2,084,864
-92,074
-4% -$2.03M 0.53% 58
2015
Q1 		$45.7M Sell
2,176,938
-669,858
-24% -$14.1M 0.5% 56
2014
Q4 		$67.2M Sell
2,846,796
-111,713
-4% -$2.53M 0.7% 41
2014
Q3 		$68.5M Buy
2,958,509
+743,554
+34% +$17.8M 0.66% 49
2014
Q2 		$53M Buy
+2,214,955
New +$53.8M 0.49% 63

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's ALLY Position: Q2 2016 in Review

Advisory Research sold out of Ally Financial (ALLY) in Q2 2016, closing a stake of 40,960 shares — an estimated $767K sold.

Advisory Research first reported a position in ALLY in Q2 2014 and held it in 8 quarters. The position peaked at $68.5M in Q3 2014. 331 funds tracked by Wall St. Rank hold ALLY as of Q2 2016.

  • Advisory Research reported no remaining Ally Financial position as of Q2 2016 after selling out during the quarter.
  • Advisory Research sold 40,960 Ally Financial shares in Q2 2016, an estimated $767K.
  • Advisory Research first reported a position in Ally Financial in Q2 2014 and held it in 8 quarters.
  • Advisory Research's Ally Financial position peaked at $68.5M in Q3 2014.
  • 331 funds tracked by Wall St. Rank held Ally Financial as of Q2 2016.

Based on Advisory Research's 13F filing for Q2 2016, filed 16 Aug 2016.