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Fusion Family Wealth’s Allstate ALL Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-400
Closed -$33K – 157
2018
Q4 		$33K Hold
400
– – 0.01% 126
2018
Q3 		$39K Buy
400
+303
+312% +$29.5K 0.01% 126
2018
Q2 		$16K Sell
97
-303
-76% -$28.8K ﹤0.01% 194
2018
Q1 		$38K Sell
400
-185
-32% -$17.9K 0.01% 127
2017
Q4 		$61K Buy
585
+400
+216% +$39.4K 0.02% 122
2017
Q3 		$17K Sell
185
-485
-72% -$44.1K 0.01% 131
2017
Q2 		$59K Hold
670
– – 0.02% 117
2017
Q1 		$55K Hold
670
– – 0.02% 115
2016
Q4 		$49K Buy
+670
New +$47.2K 0.03% 122

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fusion Family Wealth's ALL Position: Q1 2019 in Review

Fusion Family Wealth sold out of Allstate (ALL) in Q1 2019, closing a stake of 400 shares — an estimated $33K sold.

Fusion Family Wealth first reported a position in ALL in Q4 2016 and held it in 9 quarters. The position peaked at $61K in Q4 2017. 1,000 funds tracked by Wall St. Rank hold ALL as of Q1 2019.

  • Fusion Family Wealth reported no remaining Allstate position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 400 Allstate shares in Q1 2019, an estimated $33K.
  • Fusion Family Wealth first reported a position in Allstate in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's Allstate position peaked at $61K in Q4 2017.
  • 1,000 funds tracked by Wall St. Rank held Allstate as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.