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Alera Investment Advisors’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Alera Investment Advisors’s Portfolio OUSA Stock Details OUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,251
Closed -$109K – 721
2019
Q1 		$109K Sell
3,251
-960
-23% -$30.8K 0.05% 98
2018
Q4 		$126K Buy
+4,211
New +$133K 0.08% 101

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Alera Investment Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2019, closing a stake of 3,251 shares — an estimated $109K sold.

Alera Investment Advisors first reported a position in OUSA in Q4 2018 and held it in 2 quarters. The position peaked at $126K in Q4 2018. 81 funds tracked by Wall St. Rank hold OUSA as of Q2 2019.

  • Alera Investment Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3,251 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2019, an estimated $109K.
  • Alera Investment Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $126K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2019.

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