Apriem Advisors’s Alleghany Corp Y Stock Holding History

Apriem Advisors’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
2017 Q1	–	Sell	-5	Closed	-$3K	–	743
2016 Q4	$3K	Buy	+5	New	+$2.79K	﹤0.01%	601

Other funds holding Y

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apriem Advisors's Y Position: Q1 2017 in Review

Apriem Advisors sold out of Alleghany Corp (Y) in Q1 2017, closing a stake of 5 shares — an estimated $3K sold.

Apriem Advisors first reported a position in Y in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 357 funds tracked by Wall St. Rank hold Y as of Q1 2017.

Apriem Advisors reported no remaining Alleghany Corp position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 5 Alleghany Corp shares in Q1 2017, an estimated $3K.
Apriem Advisors first reported a position in Alleghany Corp in Q4 2016 and held it in 1 quarter.
Apriem Advisors's Alleghany Corp position peaked at $3K in Q4 2016.
357 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.