AIA
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Alera Investment Advisors’s Zillow Z Stock Holding History

Alera Investment Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-148
Closed -$5K – 1045
2019
Q1 		$5K Buy
148
+11
+8% +$392 ﹤0.01% 658
2018
Q4 		$4K Buy
+137
New +$4.87K ﹤0.01% 666

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

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

Alera Investment Advisors sold out of Zillow (Z) in Q2 2019, closing a stake of 148 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in Z in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 288 funds tracked by Wall St. Rank hold Z as of Q2 2019.

  • Alera Investment Advisors reported no remaining Zillow position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 148 Zillow shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Zillow in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Zillow position peaked at $5K in Q1 2019.
  • 288 funds tracked by Wall St. Rank held Zillow as of Q2 2019.

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