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Alera Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Alera Investment Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,022
Closed -$108K – 1321
2018
Q4 		$108K Buy
+3,022
New +$119K 0.07% 110

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Alera Investment Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2019, closing a stake of 3,022 shares — an estimated $108K sold.

Alera Investment Advisors first reported a position in SMLF in Q4 2018 and held it in 1 quarter. The position peaked at $108K in Q4 2018. 60 funds tracked by Wall St. Rank hold SMLF as of Q1 2019.

  • Alera Investment Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3,022 iShares US Small Cap Equity Factor ETF shares in Q1 2019, an estimated $108K.
  • Alera Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's iShares US Small Cap Equity Factor ETF position peaked at $108K in Q4 2018.
  • 60 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2019.

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