Winslow Evans & Crocker’s Alleghany Corp Y Stock Holding History

Winslow Evans & Crocker’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
2015 Q3	–	Sell	-4	Closed	-$1.41K	–	1333
2015 Q2	$1.41K	Hold	4	–	–	﹤0.01%	1227
2015 Q1	$1.46K	Hold	4	–	–	﹤0.01%	1194
2014 Q4	$1.39K	Hold	4	–	–	﹤0.01%	1221
2014 Q3	$1.26K	Buy	4 +1	+33%	+$427	﹤0.01%	1314
2014 Q2	$1.31K	Hold	3	–	–	﹤0.01%	1222
2014 Q1	$1.22K	Hold	3	–	–	﹤0.01%	1209
2013 Q4	$1K	Buy	+3	New	+$1.2K	﹤0.01%	1370

Other funds holding Y

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Winslow Evans & Crocker's Y Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of Alleghany Corp (Y) in Q3 2015, closing a stake of 4 shares — an estimated $1.41K sold.

Winslow Evans & Crocker first reported a position in Y in Q4 2013 and held it in 7 quarters. The position peaked at $1.46K in Q1 2015. 317 funds tracked by Wall St. Rank hold Y as of Q3 2015.

Winslow Evans & Crocker reported no remaining Alleghany Corp position as of Q3 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 4 Alleghany Corp shares in Q3 2015, an estimated $1.41K.
Winslow Evans & Crocker first reported a position in Alleghany Corp in Q4 2013 and held it in 7 quarters.
Winslow Evans & Crocker's Alleghany Corp position peaked at $1.46K in Q1 2015.
317 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.