Wellington Shields Capital Management’s Ally Financial ALLY Stock Holding History

Wellington Shields Capital Management’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
2020 Q1	–	Sell	-7,300	Closed	-$223K	–	230
2019 Q4	$223K	Hold	7,300	–	–	0.03%	245
2019 Q3	$242K	Hold	7,300	–	–	0.04%	239
2019 Q2	$226K	Sell	7,300 -200	-3%	-$5.9K	0.04%	254
2019 Q1	$206K	Sell	7,500 -2,228	-23%	-$58.1K	0.04%	271
2018 Q4	$220K	Buy	9,728 +709	+8%	+$17.7K	0.04%	250
2018 Q3	$239K	Sell	9,019 -192	-2%	-$5.21K	0.04%	275
2018 Q2	$242K	Sell	9,211 -5,034	-35%	-$134K	0.04%	272
2018 Q1	$387K	Sell	14,245 -1,791	-11%	-$51.4K	0.06%	234
2017 Q4	$468K	Sell	16,036 -140	-0.9%	-$3.71K	0.07%	228
2017 Q3	$392K	Sell	16,176 -139	-0.9%	-$3.1K	0.06%	230
2017 Q2	$341K	Buy	16,315 +8	+0%	+$157	0.06%	253
2017 Q1	$332K	Buy	+16,307	New	+$346K	0.05%	247

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Shields Capital Management's ALLY Position: Q1 2020 in Review

Wellington Shields Capital Management sold out of Ally Financial (ALLY) in Q1 2020, closing a stake of 7,300 shares — an estimated $223K sold.

Wellington Shields Capital Management first reported a position in ALLY in Q1 2017 and held it in 12 quarters. The position peaked at $468K in Q4 2017. 423 funds tracked by Wall St. Rank hold ALLY as of Q1 2020.

Wellington Shields Capital Management reported no remaining Ally Financial position as of Q1 2020 after selling out during the quarter.
Wellington Shields Capital Management sold 7,300 Ally Financial shares in Q1 2020, an estimated $223K.
Wellington Shields Capital Management first reported a position in Ally Financial in Q1 2017 and held it in 12 quarters.
Wellington Shields Capital Management's Ally Financial position peaked at $468K in Q4 2017.
423 funds tracked by Wall St. Rank held Ally Financial as of Q1 2020.

Based on Wellington Shields Capital Management's 13F filing for Q1 2020, filed 7 May 2020.