Aevitas Wealth Management’s Allstate ALL Stock Holding History

Aevitas Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-184	Closed	-$17K	–	431
2018 Q1	$17K	Hold	184	–	–	0.02%	270
2017 Q4	$19K	Buy	+184	New	+$18.1K	0.02%	259

Other funds holding ALL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aevitas Wealth Management's ALL Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Allstate (ALL) in Q2 2018, closing a stake of 184 shares — an estimated $17K sold.

Aevitas Wealth Management first reported a position in ALL in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 986 funds tracked by Wall St. Rank hold ALL as of Q2 2018.

Aevitas Wealth Management reported no remaining Allstate position as of Q2 2018 after selling out during the quarter.
Aevitas Wealth Management sold 184 Allstate shares in Q2 2018, an estimated $17K.
Aevitas Wealth Management first reported a position in Allstate in Q4 2017 and held it in 2 quarters.
Aevitas Wealth Management's Allstate position peaked at $19K in Q4 2017.
986 funds tracked by Wall St. Rank held Allstate as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.