Checchi Capital Advisers’s Alleghany Corp Y Stock Holding History

Checchi Capital Advisers’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
2020 Q1	–	Sell	-368	Closed	-$294K	–	473
2019 Q4	$294K	Buy	368 +15	+4%	+$11.7K	0.06%	310
2019 Q3	$282K	Sell	353 -7	-2%	-$5.15K	0.06%	311
2019 Q2	$245K	Hold	360	–	–	0.05%	343
2019 Q1	$220K	Sell	360 -27	-7%	-$16.9K	0.05%	363
2018 Q4	$241K	Buy	+387	New	+$238K	0.06%	303
2016 Q3	–	Sell	-592	Closed	-$325K	–	1313
2016 Q2	$325K	Buy	592 +6	+1%	+$3.13K	0.08%	228
2016 Q1	$291K	Sell	586 -287	-33%	-$136K	0.08%	247
2015 Q4	$417K	Buy	873 +59	+7%	+$29.1K	0.14%	176
2015 Q3	$381K	Buy	814 +18	+2%	+$8.66K	0.12%	175
2015 Q2	$373K	Sell	796 -20	-2%	-$9.61K	0.12%	190
2015 Q1	$397K	Buy	816 +18	+2%	+$8.42K	0.14%	164
2014 Q4	$370K	Buy	798 +44	+6%	+$19.6K	0.14%	162
2014 Q3	$315K	Buy	754 +5	+0.7%	+$2.13K	0.13%	166
2014 Q2	$328K	Sell	749 -2	-0.3%	-$836	0.15%	128
2014 Q1	$306K	Buy	751 +32	+4%	+$12.4K	0.19%	110
2013 Q4	$288K	Buy	+719	New	+$287K	0.22%	94

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Boston Partners

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First Eagle Investment Management

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Wellington Management Group

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