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Mountain Capital Investment Advisors’s Allstate ALL Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-157
Closed -$14K – 48
2017
Q3 		$14K Sell
157
-50
-24% -$4.55K 0.01% 225
2017
Q2 		$18K Buy
+207
New +$17.5K 0.02% 221

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mountain Capital Investment Advisors's ALL Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Allstate (ALL) in Q4 2017, closing a stake of 157 shares — an estimated $14K sold.

Mountain Capital Investment Advisors first reported a position in ALL in Q2 2017 and held it in 2 quarters. The position peaked at $18K in Q2 2017. 1,007 funds tracked by Wall St. Rank hold ALL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Allstate position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 157 Allstate shares in Q4 2017, an estimated $14K.
  • Mountain Capital Investment Advisors first reported a position in Allstate in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Allstate position peaked at $18K in Q2 2017.
  • 1,007 funds tracked by Wall St. Rank held Allstate as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.