OPWM
ALL icon

Oak Point Wealth Management’s Allstate ALL Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$9K Hold
93
– – 0.01% 153
2017
Q4 		$10K Buy
+93
New +$9.16K 0.01% 151

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 $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's ALL Position: Q1 2018 in Review

Oak Point Wealth Management held its Allstate (ALL) position steady in Q1 2018 at 93 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #153.

Oak Point Wealth Management first reported a position in ALL in Q4 2017 and has held it in 2 quarters since. The position peaked at $10K in Q4 2017. 1,002 funds tracked by Wall St. Rank hold ALL as of Q1 2018.

  • Oak Point Wealth Management held 93 shares of Allstate worth $9K as of Q1 2018.
  • Oak Point Wealth Management left its Allstate share count unchanged in Q1 2018.
  • Allstate made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #153 holding.
  • Oak Point Wealth Management first reported a position in Allstate in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Allstate position peaked at $10K in Q4 2017.
  • 1,002 funds tracked by Wall St. Rank held Allstate as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.