AIA
FSB

Alera Investment Advisors’s Franklin Financial Network, Inc. FSB Stock Holding History

Alera Investment Advisors’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9
Closed – – 1177
2019
Q1 		$0 Buy
+9
New +$277 ﹤0.01% 1380

Other funds holding FSB

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Alera Investment Advisors sold out of Franklin Financial Network, Inc. (FSB) in Q2 2019, closing a stake of 9 shares.

Alera Investment Advisors first reported a position in FSB in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 111 funds tracked by Wall St. Rank hold FSB as of Q2 2019.

  • Alera Investment Advisors reported no remaining Franklin Financial Network, Inc. position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 9 Franklin Financial Network, Inc. shares in Q2 2019.
  • Alera Investment Advisors first reported a position in Franklin Financial Network, Inc. in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Franklin Financial Network, Inc. position peaked at $0 in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q2 2019.

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