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Alera Investment Advisors’s Waters Corp WAT Stock Holding History

Alera Investment Advisors’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-28
Closed -$7K – 1001
2019
Q1 		$7K Buy
28
+17
+155% +$3.87K ﹤0.01% 564
2018
Q4 		$2K Buy
+11
New +$2.09K ﹤0.01% 802

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Alera Investment Advisors sold out of Waters Corp (WAT) in Q2 2019, closing a stake of 28 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in WAT in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 579 funds tracked by Wall St. Rank hold WAT as of Q2 2019.

  • Alera Investment Advisors reported no remaining Waters Corp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 28 Waters Corp shares in Q2 2019, an estimated $7K.
  • Alera Investment Advisors first reported a position in Waters Corp in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Waters Corp position peaked at $7K in Q1 2019.
  • 579 funds tracked by Wall St. Rank held Waters Corp as of Q2 2019.

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