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Alera Investment Advisors’s Associated Banc-Corp ASB Stock Holding History

Alera Investment Advisors’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-115
Closed -$2K – 138
2019
Q1 		$2K Buy
+115
New +$2.53K ﹤0.01% 784

Other funds holding ASB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alera Investment Advisors sold out of Associated Banc-Corp (ASB) in Q2 2019, closing a stake of 115 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in ASB in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 264 funds tracked by Wall St. Rank hold ASB as of Q2 2019.

  • Alera Investment Advisors reported no remaining Associated Banc-Corp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 115 Associated Banc-Corp shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Associated Banc-Corp in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Associated Banc-Corp position peaked at $2K in Q1 2019.
  • 264 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2019.

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