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Alera Investment Advisors’s Assured Guaranty AGO Stock Holding History

Alera Investment Advisors’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-68
Closed -$3K – 103
2019
Q1 		$3K Hold
68
– – ﹤0.01% 706
2018
Q4 		$3K Buy
+68
New +$2.71K ﹤0.01% 675

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alera Investment Advisors's AGO Position: Q2 2019 in Review

Alera Investment Advisors sold out of Assured Guaranty (AGO) in Q2 2019, closing a stake of 68 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in AGO in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 274 funds tracked by Wall St. Rank hold AGO as of Q2 2019.

  • Alera Investment Advisors reported no remaining Assured Guaranty position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 68 Assured Guaranty shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Assured Guaranty in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Assured Guaranty position peaked at $3K in Q1 2019.
  • 274 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.