IPC
Y

Independent Portfolio Consultants’s Alleghany Corp Y Stock Holding History

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-90
Closed -$39K – 970
2014
Q2 		$39K Buy
+90
New +$37.6K 0.01% 676

Other funds holding Y

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's Y Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Alleghany Corp (Y) in Q3 2014, closing a stake of 90 shares — an estimated $39K sold.

Independent Portfolio Consultants first reported a position in Y in Q2 2014 and held it in 1 quarter. The position peaked at $39K in Q2 2014. 308 funds tracked by Wall St. Rank hold Y as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Alleghany Corp position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 90 Alleghany Corp shares in Q3 2014, an estimated $39K.
  • Independent Portfolio Consultants first reported a position in Alleghany Corp in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Alleghany Corp position peaked at $39K in Q2 2014.
  • 308 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.