APP
Y

Avantax Planning Partners’s Alleghany Corp Y Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-96
Closed -$63K – 1299
2018
Q3 		$63K Buy
+96
New +$60.1K 0.01% 438
2018
Q2 		– Sell
-96
Closed -$59K – 1621
2018
Q1 		$59K Buy
+96
New +$57.9K 0.01% 504

Other funds holding Y

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Vanguard Group
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners's Y Position: Q4 2018 in Review

Avantax Planning Partners sold out of Alleghany Corp (Y) in Q4 2018, closing a stake of 96 shares — an estimated $63K sold.

Avantax Planning Partners first reported a position in Y in Q1 2018 and held it in 2 quarters. The position peaked at $63K in Q3 2018. 359 funds tracked by Wall St. Rank hold Y as of Q4 2018.

  • Avantax Planning Partners reported no remaining Alleghany Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 96 Alleghany Corp shares in Q4 2018, an estimated $63K.
  • Avantax Planning Partners first reported a position in Alleghany Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Alleghany Corp position peaked at $63K in Q3 2018.
  • 359 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.