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Alera Investment Advisors’s Quaker Houghton KWR Stock Holding History

Alera Investment Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4
Closed -$1K – 576
2019
Q1 		$1K Hold
4
– – ﹤0.01% 990
2018
Q4 		$1K Buy
+4
New +$771 ﹤0.01% 940

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Alera Investment Advisors sold out of Quaker Houghton (KWR) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in KWR in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 217 funds tracked by Wall St. Rank hold KWR as of Q2 2019.

  • Alera Investment Advisors reported no remaining Quaker Houghton position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 4 Quaker Houghton shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Quaker Houghton in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Quaker Houghton position peaked at $1K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2019.

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