AIA
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Alera Investment Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Alera Investment Advisors’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,926
Closed -$329K – 1328
2018
Q4 		$329K Buy
+5,926
New +$352K 0.2% 60

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Alera Investment Advisors sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q1 2019, closing a stake of 5,926 shares — an estimated $329K sold.

Alera Investment Advisors first reported a position in TLTD in Q4 2018 and held it in 1 quarter. The position peaked at $329K in Q4 2018. 35 funds tracked by Wall St. Rank hold TLTD as of Q1 2019.

  • Alera Investment Advisors reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 5,926 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q1 2019, an estimated $329K.
  • Alera Investment Advisors first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $329K in Q4 2018.
  • 35 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q1 2019.

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