MSTVIM

Messner & Smith Theme Value Investment Management’s Alleghany Corporation Y Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$430K	Hold	700	–	–	0.71%	43
2017 Q4	$417K	Hold	700	–	–	0.66%	52
2017 Q3	$388K	Hold	700	–	–	0.61%	50
2017 Q2	$416K	Hold	700	–	–	0.72%	48
2017 Q1	$430K	Hold	700	–	–	0.7%	45
2016 Q4	$426K	Hold	700	–	–	0.7%	45
2016 Q3	$368K	Hold	700	–	–	0.59%	52
2016 Q2	$385K	Hold	700	–	–	0.71%	43
2016 Q1	$347K	Hold	700	–	–	0.68%	44
2015 Q4	$335K	Hold	700	–	–	0.54%	48
2015 Q3	$328K	Hold	700	–	–	0.65%	38
2015 Q2	$328K	Hold	700	–	–	0.45%	52
2015 Q1	$341K	Hold	700	–	–	0.49%	49
2014 Q4	$324K	Hold	700	–	–	0.55%	44
2014 Q3	$293K	Hold	700	–	–	0.51%	49
2014 Q2	$307K	Hold	700	–	–	0.49%	50
2014 Q1	$285K	Hold	700	–	–	0.43%	52
2013 Q4	$280K	Hold	700	–	–	0.61%	50
2013 Q3	$287K	Hold	700	–	–	0.68%	50
2013 Q2	$268K	Buy	+700	New	+$268K	0.62%	50