GCA
Y

Gideon Capital Advisors’s Alleghany Corp Y Stock Holding History

Gideon Capital Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-556
Closed -$347K – 547
2018
Q4 		$347K Buy
556
+188
+51% +$116K 0.14% 227
2018
Q3 		$240K Sell
368
-16
-4% -$10K 0.11% 284
2018
Q2 		$221K Buy
+384
New +$224K 0.11% 325

Other funds holding Y

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Gideon Capital Advisors's Y Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Alleghany Corp (Y) in Q1 2019, closing a stake of 556 shares — an estimated $347K sold.

Gideon Capital Advisors first reported a position in Y in Q2 2018 and held it in 3 quarters. The position peaked at $347K in Q4 2018. 362 funds tracked by Wall St. Rank hold Y as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Alleghany Corp position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 556 Alleghany Corp shares in Q1 2019, an estimated $347K.
  • Gideon Capital Advisors first reported a position in Alleghany Corp in Q2 2018 and held it in 3 quarters.
  • Gideon Capital Advisors's Alleghany Corp position peaked at $347K in Q4 2018.
  • 362 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.