Doyle Wealth Management’s Alleghany Corp Y Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-161	Closed	-$109K	–	817
2019 Q2	$109K	Buy	+161	New	+$107K	0.02%	255
2019 Q1	–	Sell	-161	Closed	-$100K	–	812
2018 Q4	$100K	Buy	+161	New	+$99.2K	0.02%	252

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

FPP

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

Doyle Wealth Management's Y Position: Q3 2019 in Review

Doyle Wealth Management sold out of Alleghany Corp (Y) in Q3 2019, closing a stake of 161 shares — an estimated $109K sold.

Doyle Wealth Management first reported a position in Y in Q4 2018 and held it in 2 quarters. The position peaked at $109K in Q2 2019. 375 funds tracked by Wall St. Rank hold Y as of Q3 2019.

Doyle Wealth Management reported no remaining Alleghany Corp position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 161 Alleghany Corp shares in Q3 2019, an estimated $109K.
Doyle Wealth Management first reported a position in Alleghany Corp in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Alleghany Corp position peaked at $109K in Q2 2019.
375 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.