Alera Investment Advisors’s Ford F Stock Holding History

Alera Investment Advisors’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,234	Closed	-$11K	–	388
2019 Q1	$11K	Sell	1,234 -5,534	-82%	-$47.5K	0.01%	440
2018 Q4	$52K	Buy	+6,768	New	+$60.3K	0.03%	170

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Alera Investment Advisors sold out of Ford (F) in Q2 2019, closing a stake of 1,234 shares — an estimated $11K sold.

Alera Investment Advisors first reported a position in F in Q4 2018 and held it in 2 quarters. The position peaked at $52K in Q4 2018. 1,153 funds tracked by Wall St. Rank hold F as of Q2 2019.

Alera Investment Advisors reported no remaining Ford position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 1,234 Ford shares in Q2 2019, an estimated $11K.
Alera Investment Advisors first reported a position in Ford in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Ford position peaked at $52K in Q4 2018.
1,153 funds tracked by Wall St. Rank held Ford as of Q2 2019.

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