Alera Investment Advisors’s MKS Inc MKSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-48	Closed	-$4K	–	636
2019 Q1	$4K	Buy	48 +24	+100%	+$1.94K	﹤0.01%	680
2018 Q4	$2K	Buy	+24	New	+$1.74K	﹤0.01%	771

Other funds holding MKSI

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Alera Investment Advisors sold out of MKS Inc (MKSI) in Q2 2019, closing a stake of 48 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in MKSI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 310 funds tracked by Wall St. Rank hold MKSI as of Q2 2019.

Alera Investment Advisors reported no remaining MKS Inc position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 48 MKS Inc shares in Q2 2019, an estimated $4K.
Alera Investment Advisors first reported a position in MKS Inc in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's MKS Inc position peaked at $4K in Q1 2019.
310 funds tracked by Wall St. Rank held MKS Inc as of Q2 2019.

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