IP
ALL.PRE.CL

Intellectus Partners’s Allstate Corporation Depositary Shares ALL.PRE.CL Stock Holding History

Intellectus Partners’s Portfolio ALL.PRE.CL Stock Details ALL.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,665
Closed -$45K – 734
2017
Q3 		$45K Hold
1,665
– – 0.02% 414
2017
Q2 		$5K Sell
1,665
-50
-3% -$1.37K ﹤0.01% 676
2017
Q1 		$46K Sell
1,715
-103
-6% -$2.74K 0.02% 352
2016
Q4 		$48K Buy
+1,818
New +$48.3K 0.03% 332

Other funds holding ALL.PRE.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Intellectus Partners's ALL.PRE.CL Position: Q4 2017 in Review

Intellectus Partners sold out of Allstate Corporation Depositary Shares (ALL.PRE.CL) in Q4 2017, closing a stake of 1,665 shares — an estimated $45K sold.

Intellectus Partners first reported a position in ALL.PRE.CL in Q4 2016 and held it in 4 quarters. The position peaked at $48K in Q4 2016. 7 funds tracked by Wall St. Rank hold ALL.PRE.CL as of Q4 2017.

  • Intellectus Partners reported no remaining Allstate Corporation Depositary Shares position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 1,665 Allstate Corporation Depositary Shares shares in Q4 2017, an estimated $45K.
  • Intellectus Partners first reported a position in Allstate Corporation Depositary Shares in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Allstate Corporation Depositary Shares position peaked at $48K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Allstate Corporation Depositary Shares as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.