Alera Investment Advisors’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-24	Closed	-$2K	–	864
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	855
2018 Q4	$2K	Buy	+24	New	+$1.81K	﹤0.01%	788

Other funds holding SR

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Alera Investment Advisors sold out of Spire (SR) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in SR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 263 funds tracked by Wall St. Rank hold SR as of Q2 2019.

Alera Investment Advisors reported no remaining Spire position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 24 Spire shares in Q2 2019, an estimated $2K.
Alera Investment Advisors first reported a position in Spire in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Spire position peaked at $2K in Q1 2019.
263 funds tracked by Wall St. Rank held Spire as of Q2 2019.

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