AIA
RESP

Alera Investment Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Alera Investment Advisors’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-868
Closed -$28K – 1080
2019
Q1 		$28K Buy
+868
New +$27.1K 0.01% 233

Other funds holding RESP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Alera Investment Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2019, closing a stake of 868 shares — an estimated $28K sold.

Alera Investment Advisors first reported a position in RESP in Q1 2019 and held it in 1 quarter. The position peaked at $28K in Q1 2019. 28 funds tracked by Wall St. Rank hold RESP as of Q2 2019.

  • Alera Investment Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 868 WisdomTree U.S. ESG Fund shares in Q2 2019, an estimated $28K.
  • Alera Investment Advisors first reported a position in WisdomTree U.S. ESG Fund in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's WisdomTree U.S. ESG Fund position peaked at $28K in Q1 2019.
  • 28 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2019.

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