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Alera Investment Advisors’s Ericsson ERIC Stock Holding History

Alera Investment Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,343
Closed -$12K – 367
2019
Q1 		$12K Buy
1,343
+103
+8% +$931 0.01% 417
2018
Q4 		$11K Buy
+1,240
New +$10.8K 0.01% 404

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Alera Investment Advisors sold out of Ericsson (ERIC) in Q2 2019, closing a stake of 1,343 shares — an estimated $12K sold.

Alera Investment Advisors first reported a position in ERIC in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 271 funds tracked by Wall St. Rank hold ERIC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Ericsson position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,343 Ericsson shares in Q2 2019, an estimated $12K.
  • Alera Investment Advisors first reported a position in Ericsson in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Ericsson position peaked at $12K in Q1 2019.
  • 271 funds tracked by Wall St. Rank held Ericsson as of Q2 2019.

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