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Alera Investment Advisors’s Northwest Natural Holdings NWN Stock Holding History

Alera Investment Advisors’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13
Closed -$1K – 1287
2018
Q4 		$1K Buy
+13
New +$869 ﹤0.01% 963

Other funds holding NWN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alera Investment Advisors's NWN Position: Q1 2019 in Review

Alera Investment Advisors sold out of Northwest Natural Holdings (NWN) in Q1 2019, closing a stake of 13 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in NWN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 234 funds tracked by Wall St. Rank hold NWN as of Q1 2019.

  • Alera Investment Advisors reported no remaining Northwest Natural Holdings position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 13 Northwest Natural Holdings shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Northwest Natural Holdings in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Northwest Natural Holdings position peaked at $1K in Q4 2018.
  • 234 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.