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Alera Investment Advisors’s Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF 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 $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $257M AUM 27.57% 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 $424B AUM 22.9% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial Services Advisors
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 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF (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 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 5,926 Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF shares in Q1 2019, an estimated $329K.
  • Alera Investment Advisors first reported a position in Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF position peaked at $329K in Q4 2018.
  • 35 funds tracked by Wall St. Rank held Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF as of Q1 2019.

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