RKL Wealth Management’s Allstate ALL Stock Holding History

RKL 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
2017 Q4	–	Sell	-15,742	Closed	-$512K	–	136
2017 Q3	$512K	Buy	+15,742	New	+$1.43M	0.14%	104

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RKL Wealth Management's ALL Position: Q4 2017 in Review

RKL Wealth Management sold out of Allstate (ALL) in Q4 2017, closing a stake of 15,742 shares — an estimated $512K sold.

RKL Wealth Management first reported a position in ALL in Q3 2017 and held it in 1 quarter. The position peaked at $512K in Q3 2017. 1,007 funds tracked by Wall St. Rank hold ALL as of Q4 2017.

RKL Wealth Management reported no remaining Allstate position as of Q4 2017 after selling out during the quarter.
RKL Wealth Management sold 15,742 Allstate shares in Q4 2017, an estimated $512K.
RKL Wealth Management first reported a position in Allstate in Q3 2017 and held it in 1 quarter.
RKL Wealth Management's Allstate position peaked at $512K in Q3 2017.
1,007 funds tracked by Wall St. Rank held Allstate as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.