MWPCG
Y

Measured Wealth Private Client Group’s Alleghany Corp Y Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-132
Closed -$87K – 768
2018
Q3 		$87K Buy
+132
New +$82.6K 0.05% 258

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
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 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

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

Measured Wealth Private Client Group sold out of Alleghany Corp (Y) in Q4 2018, closing a stake of 132 shares — an estimated $87K sold.

Measured Wealth Private Client Group first reported a position in Y in Q3 2018 and held it in 1 quarter. The position peaked at $87K in Q3 2018. 359 funds tracked by Wall St. Rank hold Y as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Alleghany Corp position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 132 Alleghany Corp shares in Q4 2018, an estimated $87K.
  • Measured Wealth Private Client Group first reported a position in Alleghany Corp in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Alleghany Corp position peaked at $87K in Q3 2018.
  • 359 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2018.

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