Alera Investment Advisors’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-91	Closed	-$6K	–	700
2019 Q1	$6K	Buy	91 +55	+153%	+$3.65K	﹤0.01%	603
2018 Q4	$2K	Buy	+36	New	+$2.15K	﹤0.01%	780

Other funds holding O

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Alera Investment Advisors sold out of Realty Income (O) in Q2 2019, closing a stake of 91 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in O in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 781 funds tracked by Wall St. Rank hold O as of Q2 2019.

Alera Investment Advisors reported no remaining Realty Income position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 91 Realty Income shares in Q2 2019, an estimated $6K.
Alera Investment Advisors first reported a position in Realty Income in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Realty Income position peaked at $6K in Q1 2019.
781 funds tracked by Wall St. Rank held Realty Income as of Q2 2019.

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