AIA
PPBI

Alera Investment Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Alera Investment Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-28
Closed -$1K – 767
2019
Q1 		$1K Sell
28
-29
-51% -$827 ﹤0.01% 1036
2018
Q4 		$1K Buy
+57
New +$1.72K ﹤0.01% 981

Other funds holding PPBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Alera Investment Advisors sold out of Pacific Premier Bancorp (PPBI) in Q2 2019, closing a stake of 28 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in PPBI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 172 funds tracked by Wall St. Rank hold PPBI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Pacific Premier Bancorp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 28 Pacific Premier Bancorp shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Pacific Premier Bancorp in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Pacific Premier Bancorp position peaked at $1K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2019.

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