EWM
ALL icon

Elite Wealth Management’s Allstate ALL Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-52
Closed -$3K – 334
2013
Q4 		$3K Sell
52
-33,315
-100% -$1.78M ﹤0.01% 562
2013
Q3 		$1.69M Buy
+33,367
New +$1.68M 1.49% 13

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Elite Wealth Management's ALL Position: Q1 2014 in Review

Elite Wealth Management sold out of Allstate (ALL) in Q1 2014, closing a stake of 52 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in ALL in Q3 2013 and held it in 2 quarters. The position peaked at $1.69M in Q3 2013. 734 funds tracked by Wall St. Rank hold ALL as of Q1 2014.

  • Elite Wealth Management reported no remaining Allstate position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 52 Allstate shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Allstate in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Allstate position peaked at $1.69M in Q3 2013.
  • 734 funds tracked by Wall St. Rank held Allstate as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.