AIA
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Alera Investment Advisors’s ENI E Stock Holding History

Alera Investment Advisors’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-354
Closed -$12K – 336
2019
Q1 		$12K Buy
354
+159
+82% +$5.39K 0.01% 415
2018
Q4 		$6K Buy
+195
New +$6.62K ﹤0.01% 552

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Alera Investment Advisors sold out of ENI (E) in Q2 2019, closing a stake of 354 shares — an estimated $12K sold.

Alera Investment Advisors first reported a position in E in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 162 funds tracked by Wall St. Rank hold E as of Q2 2019.

  • Alera Investment Advisors reported no remaining ENI position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 354 ENI shares in Q2 2019, an estimated $12K.
  • Alera Investment Advisors first reported a position in ENI in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's ENI position peaked at $12K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held ENI as of Q2 2019.

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