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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Joel Isaacson & Co's Y Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Alleghany Corp (Y) in Q1 2017, closing a stake of 105 shares — an estimated $64K sold.

Joel Isaacson & Co first reported a position in Y in Q2 2013 and held it in 15 quarters. The position peaked at $64K in Q4 2016. 357 funds tracked by Wall St. Rank hold Y as of Q1 2017.

Joel Isaacson & Co reported no remaining Alleghany Corp position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 105 Alleghany Corp shares in Q1 2017, an estimated $64K.
Joel Isaacson & Co first reported a position in Alleghany Corp in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Alleghany Corp position peaked at $64K in Q4 2016.
357 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.