HFP
Y

Holistic Financial Partners’s Alleghany Corp Y Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-10
Closed -$6K – 393
2018
Q1 		$6K Hold
10
– – 0.01% 363
2017
Q4 		$6K Buy
+10
New +$5.71K ﹤0.01% 371

Other funds holding Y

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's Y Position: Q2 2018 in Review

Holistic Financial Partners sold out of Alleghany Corp (Y) in Q2 2018, closing a stake of 10 shares — an estimated $6K sold.

Holistic Financial Partners first reported a position in Y in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 353 funds tracked by Wall St. Rank hold Y as of Q2 2018.

  • Holistic Financial Partners reported no remaining Alleghany Corp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 10 Alleghany Corp shares in Q2 2018, an estimated $6K.
  • Holistic Financial Partners first reported a position in Alleghany Corp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Alleghany Corp position peaked at $6K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.