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Alera Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Alera Investment Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,593
Closed -$233K – 80
2019
Q3 		$233K Sell
1,593
-313
-16% -$45.2K 0.12% 67
2019
Q2 		$278K Sell
1,906
-20
-1% -$2.85K 0.14% 57
2019
Q1 		$269K Sell
1,926
-915
-32% -$124K 0.13% 57
2018
Q4 		$342K Buy
+2,841
New +$377K 0.21% 58

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Alera Investment Advisors's VIS Position: Q4 2019 in Review

Alera Investment Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2019, closing a stake of 1,593 shares — an estimated $233K sold.

Alera Investment Advisors first reported a position in VIS in Q4 2018 and held it in 4 quarters. The position peaked at $342K in Q4 2018. 256 funds tracked by Wall St. Rank hold VIS as of Q4 2019.

  • Alera Investment Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,593 Vanguard Industrials ETF shares in Q4 2019, an estimated $233K.
  • Alera Investment Advisors first reported a position in Vanguard Industrials ETF in Q4 2018 and held it in 4 quarters.
  • Alera Investment Advisors's Vanguard Industrials ETF position peaked at $342K in Q4 2018.
  • 256 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2019.

Based on Alera Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.