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Alera Investment Advisors’s AptarGroup ATR Stock Holding History

Alera Investment Advisors’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-124
Closed -$12K – 1184
2018
Q4 		$12K Buy
+124
New +$12.6K 0.01% 383

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Alera Investment Advisors's ATR Position: Q1 2019 in Review

Alera Investment Advisors sold out of AptarGroup (ATR) in Q1 2019, closing a stake of 124 shares — an estimated $12K sold.

Alera Investment Advisors first reported a position in ATR in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 371 funds tracked by Wall St. Rank hold ATR as of Q1 2019.

  • Alera Investment Advisors reported no remaining AptarGroup position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 124 AptarGroup shares in Q1 2019, an estimated $12K.
  • Alera Investment Advisors first reported a position in AptarGroup in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's AptarGroup position peaked at $12K in Q4 2018.
  • 371 funds tracked by Wall St. Rank held AptarGroup as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.