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Alera Investment Advisors’s Credicorp BAP Stock Holding History

Alera Investment Advisors’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-60
Closed -$14K – 165
2019
Q1 		$14K Hold
60
– – 0.01% 379
2018
Q4 		$13K Buy
+60
New +$13.3K 0.01% 367

Other funds holding BAP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Alera Investment Advisors sold out of Credicorp (BAP) in Q2 2019, closing a stake of 60 shares — an estimated $14K sold.

Alera Investment Advisors first reported a position in BAP in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 274 funds tracked by Wall St. Rank hold BAP as of Q2 2019.

  • Alera Investment Advisors reported no remaining Credicorp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 60 Credicorp shares in Q2 2019, an estimated $14K.
  • Alera Investment Advisors first reported a position in Credicorp in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Credicorp position peaked at $14K in Q1 2019.
  • 274 funds tracked by Wall St. Rank held Credicorp as of Q2 2019.

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