RA
Y

Rational Advisors’s Alleghany Corp Y Stock Holding History

Rational 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
2016
Q4 		– Sell
-185
Closed -$97K – 319
2016
Q3 		$97K Buy
+185
New +$98.9K 0.06% 249
2013
Q4 		$148K Sell
371
-10
-3% -$3.99K 0.01% 526
2013
Q3 		$156K Sell
381
-27
-7% -$10.8K 0.01% 552
2013
Q2 		$156K Buy
+408
New +$158K 0.01% 541

Other funds holding Y

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rational Advisors's Y Position: Q4 2016 in Review

Rational Advisors sold out of Alleghany Corp (Y) in Q4 2016, closing a stake of 185 shares — an estimated $97K sold.

Rational Advisors first reported a position in Y in Q2 2013 and held it in 4 quarters. The position peaked at $156K in Q3 2013. 359 funds tracked by Wall St. Rank hold Y as of Q4 2016.

  • Rational Advisors reported no remaining Alleghany Corp position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 185 Alleghany Corp shares in Q4 2016, an estimated $97K.
  • Rational Advisors first reported a position in Alleghany Corp in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's Alleghany Corp position peaked at $156K in Q3 2013.
  • 359 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.