Summit Trail Advisors’s Alleghany Corp Y Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-9	Closed	-$6K	–	1820
2017 Q4	$6K	Buy	+9	New	+$5.13K	﹤0.01%	1384

Other funds holding Y

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's Y Position: Q1 2018 in Review

Summit Trail Advisors sold out of Alleghany Corp (Y) in Q1 2018, closing a stake of 9 shares — an estimated $6K sold.

Summit Trail Advisors first reported a position in Y in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 352 funds tracked by Wall St. Rank hold Y as of Q1 2018.

Summit Trail Advisors reported no remaining Alleghany Corp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 9 Alleghany Corp shares in Q1 2018, an estimated $6K.
Summit Trail Advisors first reported a position in Alleghany Corp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Alleghany Corp position peaked at $6K in Q4 2017.
352 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.