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KCS Wealth Advisory’s Allstate ALL Stock Holding History

KCS Wealth Advisory’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,674
Closed -$182K – 161
2019
Q3 		$182K Buy
+1,674
New +$175K 0.13% 156
2018
Q1 		– Sell
-2,766
Closed -$290K – 166
2017
Q4 		$290K Buy
+2,766
New +$272K 0.28% 121

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCS Wealth Advisory's ALL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Allstate (ALL) in Q4 2019, closing a stake of 1,674 shares — an estimated $182K sold.

KCS Wealth Advisory first reported a position in ALL in Q4 2017 and held it in 2 quarters. The position peaked at $290K in Q4 2017. 1,090 funds tracked by Wall St. Rank hold ALL as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Allstate position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,674 Allstate shares in Q4 2019, an estimated $182K.
  • KCS Wealth Advisory first reported a position in Allstate in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Allstate position peaked at $290K in Q4 2017.
  • 1,090 funds tracked by Wall St. Rank held Allstate as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.