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Alera Investment Advisors’s Polaris PII Stock Holding History

Alera Investment Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10
Closed -$1K – 751
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1032
2018
Q4 		$1K Buy
+10
New +$899 ﹤0.01% 976

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Alera Investment Advisors sold out of Polaris (PII) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in PII in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 443 funds tracked by Wall St. Rank hold PII as of Q2 2019.

  • Alera Investment Advisors reported no remaining Polaris position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 10 Polaris shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Polaris in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Polaris position peaked at $1K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Polaris as of Q2 2019.

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