LWM
Y

LBA Wealth Management’s Alleghany Corp Y Stock Holding History

LBA Wealth Management’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
2016
Q4 		– Sell
-35
Closed -$18K – 489
2016
Q3 		$18K Buy
35
+25
+250% +$13.4K 0.01% 275
2016
Q2 		$5K Buy
+10
New +$5.21K ﹤0.01% 366

Other funds holding Y

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBA Wealth Management's Y Position: Q4 2016 in Review

LBA Wealth Management sold out of Alleghany Corp (Y) in Q4 2016, closing a stake of 35 shares — an estimated $18K sold.

LBA Wealth Management first reported a position in Y in Q2 2016 and held it in 2 quarters. The position peaked at $18K in Q3 2016. 359 funds tracked by Wall St. Rank hold Y as of Q4 2016.

  • LBA Wealth Management reported no remaining Alleghany Corp position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 35 Alleghany Corp shares in Q4 2016, an estimated $18K.
  • LBA Wealth Management first reported a position in Alleghany Corp in Q2 2016 and held it in 2 quarters.
  • LBA Wealth Management's Alleghany Corp position peaked at $18K in Q3 2016.
  • 359 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.