AIA
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Alera Investment Advisors’s Carriage Services CSV Stock Holding History

Alera Investment Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-16
Closed – – 1207
2018
Q4 		$0 Buy
+16
New +$280 ﹤0.01% 1134

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Alera Investment Advisors sold out of Carriage Services (CSV) in Q1 2019, closing a stake of 16 shares.

Alera Investment Advisors first reported a position in CSV in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 106 funds tracked by Wall St. Rank hold CSV as of Q1 2019.

  • Alera Investment Advisors reported no remaining Carriage Services position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 16 Carriage Services shares in Q1 2019.
  • Alera Investment Advisors first reported a position in Carriage Services in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Carriage Services position peaked at $0 in Q4 2018.
  • 106 funds tracked by Wall St. Rank held Carriage Services as of Q1 2019.

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