Lucas Capital Management’s Alleghany Corp Y Stock Holding History

Lucas Capital 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
2018 Q3	–	Sell	-720	Closed	-$414K	–	92
2018 Q2	$414K	Hold	720	–	–	0.39%	56
2018 Q1	$427K	Hold	720	–	–	0.41%	51
2017 Q4	$429K	Hold	720	–	–	0.37%	53
2017 Q3	$399K	Hold	720	–	–	0.36%	57
2017 Q2	$428K	Buy	+720	New	+$429K	0.31%	74
2017 Q1	–	Sell	-720	Closed	-$438K	–	121
2016 Q4	$438K	Sell	720 -275	-28%	-$153K	0.32%	63
2016 Q3	$522K	Hold	995	–	–	0.4%	56
2016 Q2	$547K	Hold	995	–	–	0.39%	58
2016 Q1	$494K	Sell	995 -160	-14%	-$75.7K	0.36%	63
2015 Q4	$552K	Sell	1,155 -10	-0.9%	-$4.94K	0.35%	69
2015 Q3	$545K	Hold	1,165	–	–	0.32%	72
2015 Q2	$546K	Sell	1,165 -450	-28%	-$216K	0.24%	81
2015 Q1	$787K	Hold	1,615	–	–	0.32%	73
2014 Q4	$749K	Hold	1,615	–	–	0.28%	73
2014 Q3	$675K	Buy	1,615 +120	+8%	+$51.2K	0.21%	78
2014 Q2	$655K	Buy	1,495 +925	+162%	+$386K	0.21%	83
2014 Q1	$232K	Hold	570	–	–	0.07%	123
2013 Q4	$228K	Buy	570 +60	+12%	+$23.9K	0.08%	123
2013 Q3	$209K	Buy	+510	New	+$204K	0.07%	128

Other funds holding Y

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lucas Capital Management's Y Position: Q3 2018 in Review

Lucas Capital Management sold out of Alleghany Corp (Y) in Q3 2018, closing a stake of 720 shares — an estimated $414K sold.

Lucas Capital Management first reported a position in Y in Q3 2013 and held it in 19 quarters. The position peaked at $787K in Q1 2015. 349 funds tracked by Wall St. Rank hold Y as of Q3 2018.

Lucas Capital Management reported no remaining Alleghany Corp position as of Q3 2018 after selling out during the quarter.
Lucas Capital Management sold 720 Alleghany Corp shares in Q3 2018, an estimated $414K.
Lucas Capital Management first reported a position in Alleghany Corp in Q3 2013 and held it in 19 quarters.
Lucas Capital Management's Alleghany Corp position peaked at $787K in Q1 2015.
349 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2018.

Based on Lucas Capital Management's 13F filing for Q3 2018, filed 26 Oct 2018.