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Alera Investment Advisors’s BGC Group BGC Stock Holding History

Alera Investment Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-348
Closed -$2K – 181
2019
Q1 		$2K Buy
348
+226
+185% +$1.34K ﹤0.01% 790
2018
Q4 		$1K Buy
+122
New +$804 ﹤0.01% 853

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

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

Alera Investment Advisors sold out of BGC Group (BGC) in Q2 2019, closing a stake of 348 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in BGC in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 237 funds tracked by Wall St. Rank hold BGC as of Q2 2019.

  • Alera Investment Advisors reported no remaining BGC Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 348 BGC Group shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in BGC Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's BGC Group position peaked at $2K in Q1 2019.
  • 237 funds tracked by Wall St. Rank held BGC Group as of Q2 2019.

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