IWMPD
Y

Integrated Wealth Management (Palm Desert)’s Alleghany Corp Y Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-5
Closed -$2K – 1496
2015
Q1 		$2K Buy
+5
New +$2.34K ﹤0.01% 1127

Other funds holding Y

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Boston Partners
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s Y Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Alleghany Corp (Y) in Q2 2015, closing a stake of 5 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in Y in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 325 funds tracked by Wall St. Rank hold Y as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Alleghany Corp position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 5 Alleghany Corp shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Alleghany Corp in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Alleghany Corp position peaked at $2K in Q1 2015.
  • 325 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.