AIA
VPU

Alera Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Alera Investment Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-827
Closed -$107K – 984
2019
Q1 		$107K Hold
827
– – 0.05% 100
2018
Q4 		$97K Buy
+827
New +$100K 0.06% 119

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Alera Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2019, closing a stake of 827 shares — an estimated $107K sold.

Alera Investment Advisors first reported a position in VPU in Q4 2018 and held it in 2 quarters. The position peaked at $107K in Q1 2019. 286 funds tracked by Wall St. Rank hold VPU as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 827 Vanguard Utilities ETF shares in Q2 2019, an estimated $107K.
  • Alera Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vanguard Utilities ETF position peaked at $107K in Q1 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2019.

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