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Alera Investment Advisors’s Werner Enterprises WERN Stock Holding History

Alera Investment Advisors’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-24
Closed -$1K – 1009
2019
Q1 		$1K Hold
24
– – ﹤0.01% 1095
2018
Q4 		$1K Buy
+24
New +$782 ﹤0.01% 1040

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Alera Investment Advisors sold out of Werner Enterprises (WERN) in Q2 2019, closing a stake of 24 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in WERN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 220 funds tracked by Wall St. Rank hold WERN as of Q2 2019.

  • Alera Investment Advisors reported no remaining Werner Enterprises position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 24 Werner Enterprises shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Werner Enterprises in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Werner Enterprises position peaked at $1K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2019.

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