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Alera Investment Advisors’s PLDT PHI Stock Holding History

Alera Investment Advisors’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-470
Closed -$10K – 749
2019
Q1 		$10K Buy
470
+333
+243% +$7.49K ﹤0.01% 477
2018
Q4 		$3K Buy
+137
New +$3.23K ﹤0.01% 706

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Alera Investment Advisors sold out of PLDT (PHI) in Q2 2019, closing a stake of 470 shares — an estimated $10K sold.

Alera Investment Advisors first reported a position in PHI in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 78 funds tracked by Wall St. Rank hold PHI as of Q2 2019.

  • Alera Investment Advisors reported no remaining PLDT position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 470 PLDT shares in Q2 2019, an estimated $10K.
  • Alera Investment Advisors first reported a position in PLDT in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's PLDT position peaked at $10K in Q1 2019.
  • 78 funds tracked by Wall St. Rank held PLDT as of Q2 2019.

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