W
Y

Wealthfront’s Alleghany Corp Y Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-105
Closed -$49K – 1155
2015
Q3 		$49K Buy
105
+73
+228% +$35.1K ﹤0.01% 523
2015
Q2 		$15K Buy
32
+5
+19% +$2.4K ﹤0.01% 727
2015
Q1 		$13K Buy
+27
New +$12.6K ﹤0.01% 598

Other funds holding Y

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront's Y Position: Q4 2015 in Review

Wealthfront sold out of Alleghany Corp (Y) in Q4 2015, closing a stake of 105 shares — an estimated $49K sold.

Wealthfront first reported a position in Y in Q1 2015 and held it in 3 quarters. The position peaked at $49K in Q3 2015. 335 funds tracked by Wall St. Rank hold Y as of Q4 2015.

  • Wealthfront reported no remaining Alleghany Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 105 Alleghany Corp shares in Q4 2015, an estimated $49K.
  • Wealthfront first reported a position in Alleghany Corp in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Alleghany Corp position peaked at $49K in Q3 2015.
  • 335 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.