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Alera Investment Advisors’s Element Solutions ESI Stock Holding History

Alera Investment Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-199
Closed -$2K – 370
2019
Q1 		$2K Buy
199
+118
+146% +$1.31K ﹤0.01% 806
2018
Q4 		$1K Buy
+81
New +$893 ﹤0.01% 895

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

Alera Investment Advisors sold out of Element Solutions (ESI) in Q2 2019, closing a stake of 199 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in ESI in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 185 funds tracked by Wall St. Rank hold ESI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Element Solutions position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 199 Element Solutions shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Element Solutions in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Element Solutions position peaked at $2K in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Element Solutions as of Q2 2019.

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