NYLT
Y

New York Life Trust’s Alleghany Corp Y Stock Holding History

New York Life Trust’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
-77
Closed -$32K – 223
2013
Q3 		$32K Sell
77
-68
-47% -$27.2K 0.16% 153
2013
Q2 		$56K Buy
+145
New +$56.2K 0.26% 128

Other funds holding Y

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

New York Life Trust's Y Position: Q4 2013 in Review

New York Life Trust sold out of Alleghany Corp (Y) in Q4 2013, closing a stake of 77 shares — an estimated $32K sold.

New York Life Trust first reported a position in Y in Q2 2013 and held it in 2 quarters. The position peaked at $56K in Q2 2013. 300 funds tracked by Wall St. Rank hold Y as of Q4 2013.

  • New York Life Trust reported no remaining Alleghany Corp position as of Q4 2013 after selling out during the quarter.
  • New York Life Trust sold 77 Alleghany Corp shares in Q4 2013, an estimated $32K.
  • New York Life Trust first reported a position in Alleghany Corp in Q2 2013 and held it in 2 quarters.
  • New York Life Trust's Alleghany Corp position peaked at $56K in Q2 2013.
  • 300 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2013.

Based on New York Life Trust's 13F filing for Q4 2013, filed 14 Feb 2014.