AE Wealth Management’s Alleghany Corp Y Stock Holding History

AE Wealth Management’s Portfolio Y Stock Details Y Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-335	Closed	-$206K	–	509
2018 Q1	$206K	Buy	+335	New	+$202K	0.02%	408

Other funds holding Y

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

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's Y Position: Q2 2018 in Review

AE Wealth Management sold out of Alleghany Corp (Y) in Q2 2018, closing a stake of 335 shares — an estimated $206K sold.

AE Wealth Management first reported a position in Y in Q1 2018 and held it in 1 quarter. The position peaked at $206K in Q1 2018. 353 funds tracked by Wall St. Rank hold Y as of Q2 2018.

AE Wealth Management reported no remaining Alleghany Corp position as of Q2 2018 after selling out during the quarter.
AE Wealth Management sold 335 Alleghany Corp shares in Q2 2018, an estimated $206K.
AE Wealth Management first reported a position in Alleghany Corp in Q1 2018 and held it in 1 quarter.
AE Wealth Management's Alleghany Corp position peaked at $206K in Q1 2018.
353 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2018.

Based on AE Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.