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TRUE Private Wealth Advisors’s Ally Financial ALLY Stock Holding History

TRUE Private Wealth Advisors’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-329
Closed -$8.7K – 253
2018
Q3 		$8.7K Buy
+329
New +$8.93K ﹤0.01% 782

Other funds holding ALLY

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRUE Private Wealth Advisors's ALLY Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Ally Financial (ALLY) in Q4 2018, closing a stake of 329 shares — an estimated $8.7K sold.

TRUE Private Wealth Advisors first reported a position in ALLY in Q3 2018 and held it in 1 quarter. The position peaked at $8.7K in Q3 2018. 413 funds tracked by Wall St. Rank hold ALLY as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Ally Financial position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 329 Ally Financial shares in Q4 2018, an estimated $8.7K.
  • TRUE Private Wealth Advisors first reported a position in Ally Financial in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Ally Financial position peaked at $8.7K in Q3 2018.
  • 413 funds tracked by Wall St. Rank held Ally Financial as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.