PRW Wealth Management’s Allstate ALL Stock Holding History

PRW 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
2019 Q2	–	Sell	-107	Closed	-$10K	–	87
2019 Q1	$10K	Hold	107	–	–	0.01%	277
2018 Q4	$8K	Buy	+107	New	+$9.61K	0.01%	303

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's ALL Position: Q2 2019 in Review

PRW Wealth Management sold out of Allstate (ALL) in Q2 2019, closing a stake of 107 shares — an estimated $10K sold.

PRW Wealth Management first reported a position in ALL in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 1,010 funds tracked by Wall St. Rank hold ALL as of Q2 2019.

PRW Wealth Management reported no remaining Allstate position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 107 Allstate shares in Q2 2019, an estimated $10K.
PRW Wealth Management first reported a position in Allstate in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Allstate position peaked at $10K in Q1 2019.
1,010 funds tracked by Wall St. Rank held Allstate as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.