Calton & Associates’s Alleghany Corp Y Stock Holding History

Calton & Associates’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 Q1	–	Sell	-3	Closed	-$1K	–	1368
2017 Q4	$1K	Buy	+3	New	+$1.71K	﹤0.01%	1460

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Calton & Associates's Y Position: Q1 2018 in Review

Calton & Associates sold out of Alleghany Corp (Y) in Q1 2018, closing a stake of 3 shares — an estimated $1K sold.

Calton & Associates first reported a position in Y in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 352 funds tracked by Wall St. Rank hold Y as of Q1 2018.

Calton & Associates reported no remaining Alleghany Corp position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 3 Alleghany Corp shares in Q1 2018, an estimated $1K.
Calton & Associates first reported a position in Alleghany Corp in Q4 2017 and held it in 1 quarter.
Calton & Associates's Alleghany Corp position peaked at $1K in Q4 2017.
352 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.