AIA
GMS

Alera Investment Advisors’s GMS Inc GMS Stock Holding History

Alera Investment Advisors’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-99
Closed -$1K – 441
2019
Q1 		$1K Sell
99
-18
-15% -$325 ﹤0.01% 959
2018
Q4 		$2K Buy
+117
New +$2.05K ﹤0.01% 755

Other funds holding GMS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Alera Investment Advisors sold out of GMS Inc (GMS) in Q2 2019, closing a stake of 99 shares — an estimated $1K sold.

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

  • Alera Investment Advisors reported no remaining GMS Inc position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 99 GMS Inc shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in GMS Inc in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's GMS Inc position peaked at $2K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held GMS Inc as of Q2 2019.

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