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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 $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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return