AIA
GVAL icon

Alera Investment Advisors’s Cambria Global Value ETF GVAL Stock Holding History

Alera Investment Advisors’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,800
Closed -$41K – 453
2019
Q1 		$41K Hold
1,800
– – 0.02% 187
2018
Q4 		$38K Buy
+1,800
New +$40.5K 0.02% 198

Other funds holding GVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

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

Alera Investment Advisors sold out of Cambria Global Value ETF (GVAL) in Q2 2019, closing a stake of 1,800 shares — an estimated $41K sold.

Alera Investment Advisors first reported a position in GVAL in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2019. 34 funds tracked by Wall St. Rank hold GVAL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Cambria Global Value ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,800 Cambria Global Value ETF shares in Q2 2019, an estimated $41K.
  • Alera Investment Advisors first reported a position in Cambria Global Value ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Cambria Global Value ETF position peaked at $41K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2019.

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