Wolf Group Capital Advisors’s Alleghany Corp Y Stock Holding History

Wolf Group Capital Advisors’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
2018 Q2	–	Sell	-717	Closed	-$441K	–	105
2018 Q1	$441K	Sell	717 -931	-56%	-$561K	0.29%	73
2017 Q4	$982K	Sell	1,648 -124	-7%	-$70.7K	0.61%	63
2017 Q3	$977K	Sell	1,772 -346	-16%	-$202K	0.68%	63
2017 Q2	$1.26M	Sell	2,118 -203	-9%	-$121K	0.97%	44
2017 Q1	$1.43M	Sell	2,321 -123	-5%	-$76.7K	0.94%	44
2016 Q4	$1.49M	Buy	2,444 +45	+2%	+$25.1K	1%	45
2016 Q3	$1.26M	Sell	2,399 -27	-1%	-$14.4K	0.88%	48
2016 Q2	$1.33M	Sell	2,426 -1,137	-32%	-$593K	0.98%	42
2016 Q1	$1.77M	Buy	+3,563	New	+$1.68M	1.33%	36
2015 Q2	–	Sell	-5,614	Closed	-$2.73M	–	108
2015 Q1	$2.73M	Sell	5,614 -111	-2%	-$51.9K	1.88%	17
2014 Q4	$2.65M	Buy	5,725 +163	+3%	+$72.6K	1.92%	17
2014 Q3	$2.33M	Buy	5,562 +22	+0.4%	+$9.39K	1.74%	17
2014 Q2	$2.43M	Buy	5,540 +80	+1%	+$33.4K	1.77%	15
2014 Q1	$2.22M	Buy	5,460 +138	+3%	+$53.5K	1.72%	14
2013 Q4	$2.13M	Buy	+5,322	New	+$2.12M	1.71%	16

Other funds holding Y

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wolf Group Capital Advisors's Y Position: Q2 2018 in Review

Wolf Group Capital Advisors sold out of Alleghany Corp (Y) in Q2 2018, closing a stake of 717 shares — an estimated $441K sold.

Wolf Group Capital Advisors first reported a position in Y in Q4 2013 and held it in 15 quarters. The position peaked at $2.73M in Q1 2015. 353 funds tracked by Wall St. Rank hold Y as of Q2 2018.

Wolf Group Capital Advisors reported no remaining Alleghany Corp position as of Q2 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 717 Alleghany Corp shares in Q2 2018, an estimated $441K.
Wolf Group Capital Advisors first reported a position in Alleghany Corp in Q4 2013 and held it in 15 quarters.
Wolf Group Capital Advisors's Alleghany Corp position peaked at $2.73M in Q1 2015.
353 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.