Curi RMB Capital’s Alleghany Corp Y Stock Holding History

Curi RMB Capital’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
2017 Q4	–	Sell	-6,321	Closed	-$3.5M	–	974
2017 Q3	$3.5M	Sell	6,321 -480	-7%	-$280K	0.09%	297
2017 Q2	$4.04M	Buy	+6,801	New	+$4.05M	0.12%	256

Other funds holding Y

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curi RMB Capital's Y Position: Q4 2017 in Review

Curi RMB Capital sold out of Alleghany Corp (Y) in Q4 2017, closing a stake of 6,321 shares — an estimated $3.5M sold.

Curi RMB Capital first reported a position in Y in Q2 2017 and held it in 2 quarters. The position peaked at $4.04M in Q2 2017. 348 funds tracked by Wall St. Rank hold Y as of Q4 2017.

Curi RMB Capital reported no remaining Alleghany Corp position as of Q4 2017 after selling out during the quarter.
Curi RMB Capital sold 6,321 Alleghany Corp shares in Q4 2017, an estimated $3.5M.
Curi RMB Capital first reported a position in Alleghany Corp in Q2 2017 and held it in 2 quarters.
Curi RMB Capital's Alleghany Corp position peaked at $4.04M in Q2 2017.
348 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2017.

Based on Curi RMB Capital's 13F filing for Q4 2017, filed 14 Feb 2018.