IHT Wealth Management’s Alleghany Corp Y Stock Holding History

IHT Wealth Management’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	-30	Closed	-$18K	–	1475
2018 Q1	$18K	Hold	30	–	–	﹤0.01%	1024
2017 Q4	$18K	Hold	30	–	–	﹤0.01%	1024
2017 Q3	$16K	Sell	30 -162	-84%	-$94.5K	0.01%	843
2017 Q2	$13K	Buy	192 +27	+16%	+$16.1K	0.01%	903
2017 Q1	$101K	Buy	165 +14	+9%	+$8.73K	0.07%	279
2016 Q4	$92K	Buy	+151	New	+$84.2K	0.07%	282

Other funds holding Y

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IHT Wealth Management's Y Position: Q2 2018 in Review

IHT Wealth Management sold out of Alleghany Corp (Y) in Q2 2018, closing a stake of 30 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in Y in Q4 2016 and held it in 6 quarters. The position peaked at $101K in Q1 2017. 353 funds tracked by Wall St. Rank hold Y as of Q2 2018.

IHT Wealth Management reported no remaining Alleghany Corp position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 30 Alleghany Corp shares in Q2 2018, an estimated $18K.
IHT Wealth Management first reported a position in Alleghany Corp in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Alleghany Corp position peaked at $101K in Q1 2017.
353 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.