Alera Investment Advisors’s Safehold SAFE Stock Holding History

Alera Investment Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-14	Closed	-$1K	–	1313
2018 Q4	$1K	Buy	+14	New	+$709	﹤0.01%	1000

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's SAFE Position: Q1 2019 in Review

Alera Investment Advisors sold out of Safehold (SAFE) in Q1 2019, closing a stake of 14 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SAFE in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 147 funds tracked by Wall St. Rank hold SAFE as of Q1 2019.

Alera Investment Advisors reported no remaining Safehold position as of Q1 2019 after selling out during the quarter.
Alera Investment Advisors sold 14 Safehold shares in Q1 2019, an estimated $1K.
Alera Investment Advisors first reported a position in Safehold in Q4 2018 and held it in 1 quarter.
Alera Investment Advisors's Safehold position peaked at $1K in Q4 2018.
147 funds tracked by Wall St. Rank held Safehold as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.