MWP
Y

MYCIO Wealth Partners’s Alleghany Corp Y Stock Holding History

MYCIO Wealth Partners’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
2013
Q4 		– Sell
-25
Closed -$10K – 608
2013
Q3 		$10K Hold
25
– – ﹤0.01% 411
2013
Q2 		$10K Buy
+25
New +$9.69K ﹤0.01% 424

Other funds holding Y

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MYCIO Wealth Partners's Y Position: Q4 2013 in Review

MYCIO Wealth Partners sold out of Alleghany Corp (Y) in Q4 2013, closing a stake of 25 shares — an estimated $10K sold.

MYCIO Wealth Partners first reported a position in Y in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 300 funds tracked by Wall St. Rank hold Y as of Q4 2013.

  • MYCIO Wealth Partners reported no remaining Alleghany Corp position as of Q4 2013 after selling out during the quarter.
  • MYCIO Wealth Partners sold 25 Alleghany Corp shares in Q4 2013, an estimated $10K.
  • MYCIO Wealth Partners first reported a position in Alleghany Corp in Q2 2013 and held it in 2 quarters.
  • MYCIO Wealth Partners's Alleghany Corp position peaked at $10K in Q3 2013.
  • 300 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2013.

Based on MYCIO Wealth Partners's 13F filing for Q4 2013, filed 11 Feb 2014.