Wealthspire Advisors (Maryland)’s Alleghany Corp Y Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-11	Closed	-$7K	–	2267
2019 Q1	$7K	Sell	11 -1	-8%	-$625	﹤0.01%	1715
2018 Q4	$7K	Hold	12	–	–	﹤0.01%	1622
2018 Q3	$8K	Hold	12	–	–	﹤0.01%	1630
2018 Q2	$7K	Hold	12	–	–	﹤0.01%	1686
2018 Q1	$7K	Hold	12	–	–	﹤0.01%	1705
2017 Q4	$7K	Buy	12 +3	+33%	+$1.71K	﹤0.01%	1749
2017 Q3	$5K	Buy	9 +2	+29%	+$1.17K	﹤0.01%	1813
2017 Q2	$4K	Hold	7	–	–	﹤0.01%	1858
2017 Q1	$4K	Buy	7 +2	+40%	+$1.25K	﹤0.01%	1587
2016 Q4	$3K	Hold	5	–	–	﹤0.01%	1507
2016 Q3	$3K	Hold	5	–	–	﹤0.01%	1511
2016 Q2	$3K	Hold	5	–	–	﹤0.01%	1463
2016 Q1	$2K	Hold	5	–	–	﹤0.01%	1571
2015 Q4	$2K	Buy	+5	New	+$2.47K	﹤0.01%	1551

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s Y Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alleghany Corp (Y) in Q2 2019, closing a stake of 11 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in Y in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q3 2018. 360 funds tracked by Wall St. Rank hold Y as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Alleghany Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 11 Alleghany Corp shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Alleghany Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Alleghany Corp position peaked at $8K in Q3 2018.
360 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.