Frontier Wealth Management’s Ally Financial ALLY Stock Holding History

Frontier Wealth Management’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
2018 Q4	–	Sell	-13,866	Closed	-$367K	–	370
2018 Q3	$367K	Sell	13,866 -8,800	-39%	-$239K	0.04%	270
2018 Q2	$595K	Sell	22,666 -15,860	-41%	-$423K	0.09%	196
2018 Q1	$1.05M	Buy	+38,526	New	+$1.1M	0.15%	148

Other funds holding ALLY

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Frontier Wealth Management's ALLY Position: Q4 2018 in Review

Frontier Wealth Management sold out of Ally Financial (ALLY) in Q4 2018, closing a stake of 13,866 shares — an estimated $367K sold.

Frontier Wealth Management first reported a position in ALLY in Q1 2018 and held it in 3 quarters. The position peaked at $1.05M in Q1 2018. 413 funds tracked by Wall St. Rank hold ALLY as of Q4 2018.

Frontier Wealth Management reported no remaining Ally Financial position as of Q4 2018 after selling out during the quarter.
Frontier Wealth Management sold 13,866 Ally Financial shares in Q4 2018, an estimated $367K.
Frontier Wealth Management first reported a position in Ally Financial in Q1 2018 and held it in 3 quarters.
Frontier Wealth Management's Ally Financial position peaked at $1.05M in Q1 2018.
413 funds tracked by Wall St. Rank held Ally Financial as of Q4 2018.

Based on Frontier Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.