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BKS Advisors’s Ally Financial ALLY Stock Holding History

BKS Advisors’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
2018
Q4 		– Sell
-8,135
Closed -$215K – 199
2018
Q3 		$215K Sell
8,135
-715
-8% -$19.4K 0.08% 201
2018
Q2 		$232K Sell
8,850
-100
-1% -$2.67K 0.08% 190
2018
Q1 		$243K Buy
8,950
+745
+9% +$21.4K 0.09% 180
2017
Q4 		$239K Buy
+8,205
New +$218K 0.09% 179

Other funds holding ALLY

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BKS Advisors's ALLY Position: Q4 2018 in Review

BKS Advisors sold out of Ally Financial (ALLY) in Q4 2018, closing a stake of 8,135 shares — an estimated $215K sold.

BKS Advisors first reported a position in ALLY in Q4 2017 and held it in 4 quarters. The position peaked at $243K in Q1 2018. 413 funds tracked by Wall St. Rank hold ALLY as of Q4 2018.

  • BKS Advisors reported no remaining Ally Financial position as of Q4 2018 after selling out during the quarter.
  • BKS Advisors sold 8,135 Ally Financial shares in Q4 2018, an estimated $215K.
  • BKS Advisors first reported a position in Ally Financial in Q4 2017 and held it in 4 quarters.
  • BKS Advisors's Ally Financial position peaked at $243K in Q1 2018.
  • 413 funds tracked by Wall St. Rank held Ally Financial as of Q4 2018.

Based on BKS Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.