PRW Wealth Management’s Ally Financial ALLY Stock Holding History

PRW Wealth Management’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-11	Closed	–	–	88
2019 Q1	$0	Hold	11	–	–	﹤0.01%	679
2018 Q4	$0	Buy	+11	New	+$275	﹤0.01%	672

Other funds holding ALLY

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

PRW Wealth Management sold out of Ally Financial (ALLY) in Q2 2019, closing a stake of 11 shares.

PRW Wealth Management first reported a position in ALLY in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 432 funds tracked by Wall St. Rank hold ALLY as of Q2 2019.

PRW Wealth Management reported no remaining Ally Financial position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 11 Ally Financial shares in Q2 2019.
PRW Wealth Management first reported a position in Ally Financial in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Ally Financial position peaked at $0 in Q1 2019.
432 funds tracked by Wall St. Rank held Ally Financial as of Q2 2019.

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