Schaper Benz & Wise Investment Counsel’s Alleghany Corp Y Stock Holding History

Schaper Benz & Wise Investment Counsel’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	-556	Closed	-$292K	–	100
2016 Q3	$292K	Hold	556	–	–	0.05%	95
2016 Q2	$306K	Hold	556	–	–	0.06%	91
2016 Q1	$276K	Hold	556	–	–	0.05%	89
2015 Q4	$266K	Hold	556	–	–	0.05%	87
2015 Q3	$260K	Hold	556	–	–	0.05%	86
2015 Q2	$261K	Hold	556	–	–	0.05%	89
2015 Q1	$271K	Hold	556	–	–	0.05%	87
2014 Q4	$258K	Hold	556	–	–	0.05%	90
2014 Q3	$232K	Hold	556	–	–	0.05%	89
2014 Q2	$244K	Hold	556	–	–	0.05%	89
2014 Q1	$227K	Hold	556	–	–	0.05%	88
2013 Q4	$222K	Hold	556	–	–	0.05%	91
2013 Q3	$228K	Hold	556	–	–	0.05%	85
2013 Q2	$213K	Buy	+556	New	+$215K	0.05%	82

Other funds holding Y

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's Y Position: Q4 2016 in Review

Schaper Benz & Wise Investment Counsel sold out of Alleghany Corp (Y) in Q4 2016, closing a stake of 556 shares — an estimated $292K sold.

Schaper Benz & Wise Investment Counsel first reported a position in Y in Q2 2013 and held it in 14 quarters. The position peaked at $306K in Q2 2016. 359 funds tracked by Wall St. Rank hold Y as of Q4 2016.

Schaper Benz & Wise Investment Counsel reported no remaining Alleghany Corp position as of Q4 2016 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 556 Alleghany Corp shares in Q4 2016, an estimated $292K.
Schaper Benz & Wise Investment Counsel first reported a position in Alleghany Corp in Q2 2013 and held it in 14 quarters.
Schaper Benz & Wise Investment Counsel's Alleghany Corp position peaked at $306K in Q2 2016.
359 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2016.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q4 2016, filed 30 Jan 2017.