PMFA
Y

Plante Moran Financial Advisors’s Alleghany Corp Y Stock Holding History

Plante Moran Financial 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
2018
Q1 		– Sell
-3
Closed -$2K – 1023
2017
Q4 		$2K Hold
3
– – ﹤0.01% 808
2017
Q3 		$2K Hold
3
– – ﹤0.01% 743
2017
Q2 		$2K Hold
3
– – ﹤0.01% 763
2017
Q1 		$2K Hold
3
– – ﹤0.01% 806
2016
Q4 		$2K Hold
3
– – ﹤0.01% 885
2016
Q3 		$2K Buy
+3
New +$1.6K ﹤0.01% 868

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 $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Plante Moran Financial Advisors's Y Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of Alleghany Corp (Y) in Q1 2018, closing a stake of 3 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in Y in Q3 2016 and held it in 6 quarters. The position peaked at $2K in Q4 2017. 352 funds tracked by Wall St. Rank hold Y as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining Alleghany Corp position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3 Alleghany Corp shares in Q1 2018, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Alleghany Corp in Q3 2016 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Alleghany Corp position peaked at $2K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.