MU Investments Company’s Alleghany Corp Y Stock Holding History

MU Investments Company’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 Q1	–	Sell	-64	Closed	-$39K	–	185
2016 Q4	$39K	Sell	64 -36	-36%	-$20.1K	0.03%	161
2016 Q3	$52K	Sell	100 -100	-50%	-$53.5K	0.04%	167
2016 Q2	$107K	Sell	200 -150	-43%	-$78.2K	0.07%	163
2016 Q1	$172K	Hold	350	–	–	0.11%	147
2015 Q4	$170K	Sell	350 -50	-13%	-$24.7K	0.1%	164
2015 Q3	$185K	Hold	400	–	–	0.1%	186
2015 Q2	$186K	Hold	400	–	–	0.09%	195
2015 Q1	$196K	Sell	400 -20	-5%	-$9.36K	0.09%	194
2014 Q4	$195K	Hold	420	–	–	0.08%	194
2014 Q3	$176K	Sell	420 -70	-14%	-$29.9K	0.09%	196
2014 Q2	$213K	Sell	490 -80	-14%	-$33.4K	0.1%	199
2014 Q1	$228K	Sell	570 -100	-15%	-$38.8K	0.11%	201
2013 Q4	$266K	Sell	670 -130	-16%	-$51.9K	0.11%	201
2013 Q3	$325K	Sell	800 -650	-45%	-$260K	0.16%	175
2013 Q2	$553K	Buy	+1,450	New	+$562K	0.23%	138

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MU Investments Company's Y Position: Q1 2017 in Review

MU Investments Company sold out of Alleghany Corp (Y) in Q1 2017, closing a stake of 64 shares — an estimated $39K sold.

MU Investments Company first reported a position in Y in Q2 2013 and held it in 15 quarters. The position peaked at $553K in Q2 2013. 357 funds tracked by Wall St. Rank hold Y as of Q1 2017.

MU Investments Company reported no remaining Alleghany Corp position as of Q1 2017 after selling out during the quarter.
MU Investments Company sold 64 Alleghany Corp shares in Q1 2017, an estimated $39K.
MU Investments Company first reported a position in Alleghany Corp in Q2 2013 and held it in 15 quarters.
MU Investments Company's Alleghany Corp position peaked at $553K in Q2 2013.
357 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2017.

Based on MU Investments Company's 13F filing for Q1 2017, filed 17 Apr 2017.