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Willingdon Wealth Management’s Ally Financial ALLY Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-86
Closed -$3K – 379
2019
Q3 		$3K Buy
+86
New +$2.79K ﹤0.01% 298
2018
Q4 		– Sell
-388
Closed -$10K – 335
2018
Q3 		$10K Buy
+388
New +$10.5K ﹤0.01% 290

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Willingdon Wealth Management's ALLY Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Ally Financial (ALLY) in Q4 2019, closing a stake of 86 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in ALLY in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 491 funds tracked by Wall St. Rank hold ALLY as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Ally Financial position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 86 Ally Financial shares in Q4 2019, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Ally Financial in Q3 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Ally Financial position peaked at $10K in Q3 2018.
  • 491 funds tracked by Wall St. Rank held Ally Financial as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.