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Alera Investment Advisors’s PENN Entertainment PENN Stock Holding History

Alera Investment Advisors’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-33
Closed -$1K – 742
2019
Q1 		$1K Hold
33
– – ﹤0.01% 1031
2018
Q4 		$1K Buy
+33
New +$785 ﹤0.01% 975

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Alera Investment Advisors sold out of PENN Entertainment (PENN) in Q2 2019, closing a stake of 33 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in PENN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 229 funds tracked by Wall St. Rank hold PENN as of Q2 2019.

  • Alera Investment Advisors reported no remaining PENN Entertainment position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 33 PENN Entertainment shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in PENN Entertainment in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's PENN Entertainment position peaked at $1K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2019.

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