Winfield Associates’s Ally Financial ALLY Stock Holding History

Winfield 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 Q1	–	Sell	-140	Closed	-$5K	–	139
2017 Q4	$5K	Hold	140	–	–	﹤0.01%	508
2017 Q3	$3K	Hold	140	–	–	﹤0.01%	548
2017 Q2	$3K	Hold	140	–	–	﹤0.01%	611
2017 Q1	$3K	Hold	140	–	–	﹤0.01%	519
2016 Q4	$3K	Hold	140	–	–	﹤0.01%	490
2016 Q3	$3K	Hold	140	–	–	﹤0.01%	462
2016 Q2	$2K	Hold	140	–	–	﹤0.01%	512
2016 Q1	$3K	Buy	+140	New	+$2.41K	﹤0.01%	428

Other funds holding ALLY

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

OCM

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

Winfield Associates's ALLY Position: Q1 2018 in Review

Winfield Associates sold out of Ally Financial (ALLY) in Q1 2018, closing a stake of 140 shares — an estimated $5K sold.

Winfield Associates first reported a position in ALLY in Q1 2016 and held it in 8 quarters. The position peaked at $5K in Q4 2017. 405 funds tracked by Wall St. Rank hold ALLY as of Q1 2018.

Winfield Associates reported no remaining Ally Financial position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 140 Ally Financial shares in Q1 2018, an estimated $5K.
Winfield Associates first reported a position in Ally Financial in Q1 2016 and held it in 8 quarters.
Winfield Associates's Ally Financial position peaked at $5K in Q4 2017.
405 funds tracked by Wall St. Rank held Ally Financial as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.