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GWM
Graybill Wealth Management’s
Ally Financial
ALLY
Stock Holding History
Graybill 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
-159,784
Closed
-$4.23M
–
48
2018
Q3
$4.23M
Sell
159,784
-2,040
-1%
-$55.4K
3.06%
5
2018
Q2
$4.25M
Sell
161,824
-4,005
-2%
-$107K
3.26%
4
2018
Q1
$4.5M
Sell
165,829
-2,215
-1%
-$63.5K
3.43%
3
2017
Q4
$4.9M
Buy
168,044
+2,550
+2%
+$67.7K
3.53%
3
2017
Q3
$4.01M
Sell
165,494
-40
-0%
-$893
2.97%
5
2017
Q2
$3.46M
Buy
165,534
+1,221
+0.7%
+$24K
2.73%
12
2017
Q1
$3.34M
Buy
164,313
+2,488
+2%
+$52.8K
2.65%
13
2016
Q4
$3.08M
Buy
161,825
+3,285
+2%
+$63.2K
2.63%
16
2016
Q3
$3.09M
Sell
158,540
-880
-0.6%
-$16.4K
2.87%
9
2016
Q2
$2.72M
Sell
159,420
-1,630
-1%
-$28.2K
2.52%
16
2016
Q1
$3.02M
Buy
161,050
+1,960
+1%
+$33.8K
2.72%
13
2015
Q4
$2.96M
Sell
159,090
-4,265
-3%
-$84.5K
2.56%
15
2015
Q3
$3.33M
Buy
163,355
+2,145
+1%
+$46.6K
2.73%
10
2015
Q2
$3.62M
Buy
161,210
+56,530
+54%
+$1.25M
2.68%
8
2015
Q1
$2.2M
Buy
104,680
+1,355
+1%
+$28.5K
1.65%
37
2014
Q4
$2.44M
Buy
103,325
+490
+0.5%
+$11.1K
1.85%
33
2014
Q3
$2.38M
Buy
102,835
+990
+1%
+$23.6K
1.83%
33
2014
Q2
$2.44M
Buy
+101,845
New
+$2.47M
1.88%
33
Other funds holding ALLY
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
OCM
Oaktree Capital Management
Los Angeles, California
$5.91B AUM
42.97%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LCM
Lakewood Capital Management
New York
$1.56B AUM
0.92%
1-Year Est. Return
FPA
First Pacific Advisors
El Segundo, California
$7.13B AUM
21.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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