MCIA
Y

Mountain Capital Investment Advisors’s Alleghany Corp Y Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-4
Closed -$2K – 466
2017
Q3 		$2K Hold
4
– – ﹤0.01% 457
2017
Q2 		$2K Buy
+4
New +$2.38K ﹤0.01% 474

Other funds holding Y

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Alleghany Corp (Y) in Q4 2017, closing a stake of 4 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in Y in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 348 funds tracked by Wall St. Rank hold Y as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Alleghany Corp position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4 Alleghany Corp shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Alleghany Corp in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Alleghany Corp position peaked at $2K in Q3 2017.
  • 348 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2017.

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