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Measured Wealth Private Client Group’s Ally Financial ALLY Stock Holding History

Measured Wealth Private Client Group’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,590
Closed -$42K – 126
2018
Q3 		$42K Buy
+1,590
New +$43.1K 0.03% 390

Other funds holding ALLY

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Measured Wealth Private Client Group's ALLY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Ally Financial (ALLY) in Q4 2018, closing a stake of 1,590 shares — an estimated $42K sold.

Measured Wealth Private Client Group first reported a position in ALLY in Q3 2018 and held it in 1 quarter. The position peaked at $42K in Q3 2018. 413 funds tracked by Wall St. Rank hold ALLY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Ally Financial position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,590 Ally Financial shares in Q4 2018, an estimated $42K.
  • Measured Wealth Private Client Group first reported a position in Ally Financial in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Ally Financial position peaked at $42K in Q3 2018.
  • 413 funds tracked by Wall St. Rank held Ally Financial as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.