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K2 Principal Fund’s Ally Financial ALLY Stock Holding History

K2 Principal Fund’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-71,000
Closed -$2.07M – 318
2017
Q4 		$2.07M Sell
71,000
-9,000
-11% -$239K 0.15% 146
2017
Q3 		$1.94M Hold
80,000
– – 0.13% 148
2017
Q2 		$1.67M Buy
+80,000
New +$1.57M 0.11% 164

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

K2 Principal Fund's ALLY Position: Q1 2018 in Review

K2 Principal Fund sold out of Ally Financial (ALLY) in Q1 2018, closing a stake of 71,000 shares — an estimated $2.07M sold.

K2 Principal Fund first reported a position in ALLY in Q2 2017 and held it in 3 quarters. The position peaked at $2.07M in Q4 2017. 405 funds tracked by Wall St. Rank hold ALLY as of Q1 2018.

  • K2 Principal Fund reported no remaining Ally Financial position as of Q1 2018 after selling out during the quarter.
  • K2 Principal Fund sold 71,000 Ally Financial shares in Q1 2018, an estimated $2.07M.
  • K2 Principal Fund first reported a position in Ally Financial in Q2 2017 and held it in 3 quarters.
  • K2 Principal Fund's Ally Financial position peaked at $2.07M in Q4 2017.
  • 405 funds tracked by Wall St. Rank held Ally Financial as of Q1 2018.

Based on K2 Principal Fund's 13F filing for Q1 2018, filed 14 May 2018.