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Litman Gregory Wealth Management’s Allstate ALL Stock Holding History

Litman Gregory Wealth Management’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
2016
Q2 		– Sell
-500
Closed -$34K – 33
2016
Q1 		$34K Buy
+500
New +$31.4K 0.03% 34

Other funds holding ALL

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Litman Gregory Wealth Management's ALL Position: Q2 2016 in Review

Litman Gregory Wealth Management sold out of Allstate (ALL) in Q2 2016, closing a stake of 500 shares — an estimated $34K sold.

Litman Gregory Wealth Management first reported a position in ALL in Q1 2016 and held it in 1 quarter. The position peaked at $34K in Q1 2016. 812 funds tracked by Wall St. Rank hold ALL as of Q2 2016.

  • Litman Gregory Wealth Management reported no remaining Allstate position as of Q2 2016 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 500 Allstate shares in Q2 2016, an estimated $34K.
  • Litman Gregory Wealth Management first reported a position in Allstate in Q1 2016 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Allstate position peaked at $34K in Q1 2016.
  • 812 funds tracked by Wall St. Rank held Allstate as of Q2 2016.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2016, filed 11 Aug 2016.