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Alera Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Alera Investment Advisors’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-161
Closed -$18K – 401
2019
Q1 		$18K Buy
161
+44
+38% +$4.69K 0.01% 317
2018
Q4 		$12K Buy
+117
New +$12.2K 0.01% 387

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Alera Investment Advisors sold out of Fidelity National Information Services (FIS) in Q2 2019, closing a stake of 161 shares — an estimated $18K sold.

Alera Investment Advisors first reported a position in FIS in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 853 funds tracked by Wall St. Rank hold FIS as of Q2 2019.

  • Alera Investment Advisors reported no remaining Fidelity National Information Services position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 161 Fidelity National Information Services shares in Q2 2019, an estimated $18K.
  • Alera Investment Advisors first reported a position in Fidelity National Information Services in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Fidelity National Information Services position peaked at $18K in Q1 2019.
  • 853 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2019.

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