MWM
CRAI icon

Modera Wealth Management’s CRA International CRAI Stock Holding History

Modera Wealth Management’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,301
Closed -$353K – 84
2014
Q2 		$353K Hold
15,301
– – 0.16% 42
2014
Q1 		$336K Sell
15,301
-6,624
-30% -$140K 0.13% 41
2013
Q4 		$434K Hold
21,925
– – 0.16% 51
2013
Q3 		$408K Sell
21,925
-7,500
-25% -$143K 0.2% 36
2013
Q2 		$543K Buy
+29,425
New +$570K 0.28% 31

Other funds holding CRAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIS
AlphaOne Investment Services West Chester, Pennsylvania $79.5M AUM 49.42% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Modera Wealth Management's CRAI Position: Q3 2014 in Review

Modera Wealth Management sold out of CRA International (CRAI) in Q3 2014, closing a stake of 15,301 shares — an estimated $353K sold.

Modera Wealth Management first reported a position in CRAI in Q2 2013 and held it in 5 quarters. The position peaked at $543K in Q2 2013. 93 funds tracked by Wall St. Rank hold CRAI as of Q3 2014.

  • Modera Wealth Management reported no remaining CRA International position as of Q3 2014 after selling out during the quarter.
  • Modera Wealth Management sold 15,301 CRA International shares in Q3 2014, an estimated $353K.
  • Modera Wealth Management first reported a position in CRA International in Q2 2013 and held it in 5 quarters.
  • Modera Wealth Management's CRA International position peaked at $543K in Q2 2013.
  • 93 funds tracked by Wall St. Rank held CRA International as of Q3 2014.

Based on Modera Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.