JIC
Y

Joel Isaacson & Co’s Alleghany Corp Y Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-105
Closed -$64K – 567
2016
Q4 		$64K Hold
105
– – 0.01% 272
2016
Q3 		$55K Hold
105
– – 0.01% 307
2016
Q2 		$58K Hold
105
– – 0.01% 303
2016
Q1 		$52K Sell
105
-20
-16% -$9.46K 0.01% 325
2015
Q4 		$60K Hold
125
– – 0.01% 307
2015
Q3 		$59K Buy
125
+50
+67% +$24.1K 0.02% 313
2015
Q2 		$35K Hold
75
– – 0.01% 414
2015
Q1 		$37K Hold
75
– – 0.01% 402
2014
Q4 		$35K Hold
75
– – 0.01% 368
2014
Q3 		$31K Hold
75
– – 0.01% 366
2014
Q2 		$33K Hold
75
– – 0.01% 352
2014
Q1 		$31K Sell
75
-27
-26% -$10.5K 0.01% 357
2013
Q4 		$41K Hold
102
– – 0.01% 297
2013
Q3 		$42K Hold
102
– – 0.02% 285
2013
Q2 		$39K Buy
+102
New +$39.5K 0.02% 258

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State Street
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Wellington Management Group
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Artisan Partners
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return