Capital Planning Advisors’s Allstate ALL Stock Holding History

Capital Planning Advisors’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 Q1	–	Sell	-2,156	Closed	-$226K	–	118
2017 Q4	$226K	Buy	+2,156	New	+$212K	0.08%	115

Other funds holding ALL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Planning Advisors's ALL Position: Q1 2018 in Review

Capital Planning Advisors sold out of Allstate (ALL) in Q1 2018, closing a stake of 2,156 shares — an estimated $226K sold.

Capital Planning Advisors first reported a position in ALL in Q4 2017 and held it in 1 quarter. The position peaked at $226K in Q4 2017. 1,002 funds tracked by Wall St. Rank hold ALL as of Q1 2018.

Capital Planning Advisors reported no remaining Allstate position as of Q1 2018 after selling out during the quarter.
Capital Planning Advisors sold 2,156 Allstate shares in Q1 2018, an estimated $226K.
Capital Planning Advisors first reported a position in Allstate in Q4 2017 and held it in 1 quarter.
Capital Planning Advisors's Allstate position peaked at $226K in Q4 2017.
1,002 funds tracked by Wall St. Rank held Allstate as of Q1 2018.

Based on Capital Planning Advisors's 13F filing for Q1 2018, filed 15 May 2018.