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Smith & Howard Wealth Management’s Allstate ALL Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-78
Closed -$4K – 49
2013
Q4 		$4K Hold
78
– – ﹤0.01% 224
2013
Q3 		$4K Sell
78
-1,775
-96% -$89.3K ﹤0.01% 223
2013
Q2 		$89K Buy
+1,853
New +$90.2K 0.06% 77

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 $3.38T AUM 44.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Smith & Howard Wealth Management's ALL Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Allstate (ALL) in Q1 2014, closing a stake of 78 shares — an estimated $4K sold.

Smith & Howard Wealth Management first reported a position in ALL in Q2 2013 and held it in 3 quarters. The position peaked at $89K in Q2 2013. 734 funds tracked by Wall St. Rank hold ALL as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Allstate position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 78 Allstate shares in Q1 2014, an estimated $4K.
  • Smith & Howard Wealth Management first reported a position in Allstate in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Allstate position peaked at $89K in Q2 2013.
  • 734 funds tracked by Wall St. Rank held Allstate as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.