SMA
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Simply Money Advisors’s Allstate ALL Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-230
Closed -$12K – 86
2013
Q3 		$12K Sell
230
-87
-27% -$4.38K ﹤0.01% 57
2013
Q2 		$15K Buy
+317
New +$15.4K ﹤0.01% 125

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Simply Money Advisors's ALL Position: Q4 2013 in Review

Simply Money Advisors sold out of Allstate (ALL) in Q4 2013, closing a stake of 230 shares — an estimated $12K sold.

Simply Money Advisors first reported a position in ALL in Q2 2013 and held it in 2 quarters. The position peaked at $15K in Q2 2013. 746 funds tracked by Wall St. Rank hold ALL as of Q4 2013.

  • Simply Money Advisors reported no remaining Allstate position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 230 Allstate shares in Q4 2013, an estimated $12K.
  • Simply Money Advisors first reported a position in Allstate in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Allstate position peaked at $15K in Q2 2013.
  • 746 funds tracked by Wall St. Rank held Allstate as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.