WWMSC
Y

Wagner Wealth Management (South Carolina)’s Alleghany Corp Y Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$2K Hold
3
– – ﹤0.01% 576
2018
Q2 		$2K Hold
3
– – ﹤0.01% 538
2018
Q1 		$2K Buy
+3
New +$1.81K ﹤0.01% 497
2017
Q4 		– Hold
0
– – – 430

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s Y Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Alleghany Corp (Y) position steady in Q3 2018 at 3 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Wagner Wealth Management (South Carolina) first reported a position in Y in Q1 2018 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold Y as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 3 shares of Alleghany Corp worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Alleghany Corp share count unchanged in Q3 2018.
  • Alleghany Corp made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #576 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Alleghany Corp in Q1 2018 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.