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Counsel Portfolio Services’s Ally Financial ALLY Stock Holding History

Counsel Portfolio Services’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
2016
Q2 		$337K Buy
19,713
+720
+4% +$12.4K 0.03% 261
2016
Q1 		$356K Buy
18,993
+7,948
+72% +$137K 0.05% 186
2015
Q4 		$206K Buy
11,045
+1,070
+11% +$21.2K 0.02% 250
2015
Q3 		$203K Buy
+9,975
New +$217K 0.02% 258

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Counsel Portfolio Services's ALLY Position: Q2 2016 in Review

Counsel Portfolio Services increased its Ally Financial (ALLY) stake by 3.8% in Q2 2016, buying an estimated $12.4K and bringing the position to 19,713 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #261.

Counsel Portfolio Services first reported a position in ALLY in Q3 2015 and has held it in 4 quarters since. The position peaked at $356K in Q1 2016. 332 funds tracked by Wall St. Rank hold ALLY as of Q2 2016.

  • Counsel Portfolio Services held 19,713 shares of Ally Financial worth $337K as of Q2 2016.
  • Counsel Portfolio Services bought 720 Ally Financial shares in Q2 2016, an estimated $12.4K.
  • Ally Financial made up 0.03% of Counsel Portfolio Services's portfolio in Q2 2016, its #261 holding.
  • Counsel Portfolio Services first reported a position in Ally Financial in Q3 2015 and has held it in 4 quarters since.
  • Counsel Portfolio Services's Ally Financial position peaked at $356K in Q1 2016.
  • 332 funds tracked by Wall St. Rank held Ally Financial as of Q2 2016.

Based on Counsel Portfolio Services's 13F filing for Q2 2016, filed 12 Aug 2016.