EWM
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Executive Wealth Management’s Allstate ALL Stock Holding History

Executive 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
2019
Q3 		– Sell
-356
Closed -$36K – 153
2019
Q2 		$36K Hold
356
– – 0.01% 358
2019
Q1 		$34K Sell
356
-32
-8% -$2.89K 0.01% 329
2018
Q4 		$32K Buy
+388
New +$34.8K 0.01% 353

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's ALL Position: Q3 2019 in Review

Executive Wealth Management sold out of Allstate (ALL) in Q3 2019, closing a stake of 356 shares — an estimated $36K sold.

Executive Wealth Management first reported a position in ALL in Q4 2018 and held it in 3 quarters. The position peaked at $36K in Q2 2019. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2019.

  • Executive Wealth Management reported no remaining Allstate position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 356 Allstate shares in Q3 2019, an estimated $36K.
  • Executive Wealth Management first reported a position in Allstate in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Allstate position peaked at $36K in Q2 2019.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.