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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
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Graybill Wealth Management sold out of Ally Financial (ALLY) in Q4 2018, closing a stake of 159,784 shares — an estimated $4.23M sold.

Graybill Wealth Management first reported a position in ALLY in Q2 2014 and held it in 18 quarters. The position peaked at $4.9M in Q4 2017. 413 funds tracked by Wall St. Rank hold ALLY as of Q4 2018.

  • Graybill Wealth Management reported no remaining Ally Financial position as of Q4 2018 after selling out during the quarter.
  • Graybill Wealth Management sold 159,784 Ally Financial shares in Q4 2018, an estimated $4.23M.
  • Graybill Wealth Management first reported a position in Ally Financial in Q2 2014 and held it in 18 quarters.
  • Graybill Wealth Management's Ally Financial position peaked at $4.9M in Q4 2017.
  • 413 funds tracked by Wall St. Rank held Ally Financial as of Q4 2018.

Based on Graybill Wealth Management's 13F filing for Q4 2018, filed 6 Feb 2019.