PCP
Y

Proficio Capital Partners’s Alleghany Corp Y Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-69
Closed -$47K – 1729
2019
Q2 		$47K Hold
69
– – 0.02% 399
2019
Q1 		$42K Hold
69
– – 0.02% 405
2018
Q4 		$43K Buy
69
+9
+15% +$5.54K 0.02% 333
2018
Q3 		$39K Hold
60
– – 0.01% 409
2018
Q2 		$34K Sell
60
-5
-8% -$2.92K 0.01% 453
2018
Q1 		$40K Sell
65
-22
-25% -$13.3K 0.01% 408
2017
Q4 		$52K Buy
87
+26
+43% +$14.8K 0.02% 339
2017
Q3 		$34K Buy
61
+12
+24% +$7K 0.01% 470
2017
Q2 		$30K Sell
49
-55
-53% -$32.7K 0.01% 504
2017
Q1 		$60K Buy
104
+53
+104% +$33.1K 0.03% 344
2016
Q4 		$31K Buy
51
+31
+155% +$17.3K 0.01% 355
2016
Q3 		$11K Sell
20
-35
-64% -$18.7K 0.01% 565
2016
Q2 		$30K Buy
55
+49
+817% +$25.5K 0.02% 363
2016
Q1 		$3K Sell
6
-1
-14% -$473 ﹤0.01% 685
2015
Q4 		$3K Buy
+7
New +$3.46K ﹤0.01% 603

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Proficio Capital Partners's Y Position: Q3 2019 in Review

Proficio Capital Partners sold out of Alleghany Corp (Y) in Q3 2019, closing a stake of 69 shares — an estimated $47K sold.

Proficio Capital Partners first reported a position in Y in Q4 2015 and held it in 15 quarters. The position peaked at $60K in Q1 2017. 375 funds tracked by Wall St. Rank hold Y as of Q3 2019.

  • Proficio Capital Partners reported no remaining Alleghany Corp position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 69 Alleghany Corp shares in Q3 2019, an estimated $47K.
  • Proficio Capital Partners first reported a position in Alleghany Corp in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Alleghany Corp position peaked at $60K in Q1 2017.
  • 375 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.