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Alera Investment Advisors’s Banc of California BANC Stock Holding History

Alera Investment Advisors’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$7K – 164
2019
Q1 		$7K Sell
500
-42
-8% -$627 ﹤0.01% 544
2018
Q4 		$7K Buy
+542
New +$8.8K ﹤0.01% 513

Other funds holding BANC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

Alera Investment Advisors sold out of Banc of California (BANC) in Q2 2019, closing a stake of 500 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in BANC in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 150 funds tracked by Wall St. Rank hold BANC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Banc of California position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 500 Banc of California shares in Q2 2019, an estimated $7K.
  • Alera Investment Advisors first reported a position in Banc of California in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Banc of California position peaked at $7K in Q1 2019.
  • 150 funds tracked by Wall St. Rank held Banc of California as of Q2 2019.

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