LFA
Y

Legacy Financial Advisors’s Alleghany Corp Y Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-12
Closed -$7K – 974
2019
Q1 		$7K Hold
12
– – ﹤0.01% 713
2018
Q4 		$7K Buy
12
+4
+50% +$2.46K ﹤0.01% 673
2018
Q3 		$5K Hold
8
– – ﹤0.01% 706
2018
Q2 		$5K Buy
8
+2
+33% +$1.17K ﹤0.01% 715
2018
Q1 		$3K Hold
6
– – ﹤0.01% 731
2017
Q4 		$3K Buy
+6
New +$3.42K ﹤0.01% 714

Other funds holding Y

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Legacy Financial Advisors's Y Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Alleghany Corp (Y) in Q2 2019, closing a stake of 12 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in Y in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 361 funds tracked by Wall St. Rank hold Y as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Alleghany Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 12 Alleghany Corp shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Alleghany Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Alleghany Corp position peaked at $7K in Q1 2019.
  • 361 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.