Alera Investment Advisors’s Loews L Stock Holding History

Alera Investment Advisors’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-130	Closed	-$6K	–	577
2019 Q1	$6K	Hold	130	–	–	﹤0.01%	601
2018 Q4	$6K	Buy	+130	New	+$6.13K	﹤0.01%	561

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Alera Investment Advisors sold out of Loews (L) in Q2 2019, closing a stake of 130 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in L in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 474 funds tracked by Wall St. Rank hold L as of Q2 2019.

Alera Investment Advisors reported no remaining Loews position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 130 Loews shares in Q2 2019, an estimated $6K.
Alera Investment Advisors first reported a position in Loews in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Loews position peaked at $6K in Q1 2019.
474 funds tracked by Wall St. Rank held Loews as of Q2 2019.

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