Williams Jones & Associates’s Ally Financial ALLY Stock Holding History

Williams Jones & Associates’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 Q2	–	Sell	-21,400	Closed	-$581K	–	447
2018 Q1	$581K	Sell	21,400 -16,830	-44%	-$483K	0.01%	267
2017 Q4	$1.11M	Buy	+38,230	New	+$1.01M	0.03%	219
2017 Q2	–	Sell	-554,540	Closed	-$11.3M	–	418
2017 Q1	$11.3M	Buy	554,540 +513,950	+1,266%	+$10.9M	0.29%	78
2016 Q4	$772K	Buy	40,590 +13,330	+49%	+$256K	0.02%	237
2016 Q3	$531K	Sell	27,260 -14,290	-34%	-$266K	0.02%	267
2016 Q2	$709K	Sell	41,550 -680	-2%	-$11.7K	0.02%	231
2016 Q1	$791K	Buy	+42,230	New	+$728K	0.04%	172
2015 Q1	–	Sell	-35,623	Closed	-$841K	–	384
2014 Q4	$841K	Buy	+35,623	New	+$806K	0.03%	213

Other funds holding ALLY

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Williams Jones & Associates's ALLY Position: Q2 2018 in Review

Williams Jones & Associates sold out of Ally Financial (ALLY) in Q2 2018, closing a stake of 21,400 shares — an estimated $581K sold.

Williams Jones & Associates first reported a position in ALLY in Q4 2014 and held it in 8 quarters. The position peaked at $11.3M in Q1 2017. 418 funds tracked by Wall St. Rank hold ALLY as of Q2 2018.

Williams Jones & Associates reported no remaining Ally Financial position as of Q2 2018 after selling out during the quarter.
Williams Jones & Associates sold 21,400 Ally Financial shares in Q2 2018, an estimated $581K.
Williams Jones & Associates first reported a position in Ally Financial in Q4 2014 and held it in 8 quarters.
Williams Jones & Associates's Ally Financial position peaked at $11.3M in Q1 2017.
418 funds tracked by Wall St. Rank held Ally Financial as of Q2 2018.

Based on Williams Jones & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.