Archford Capital Strategies’s Alexandria Real Estate Equities ARE Stock Holding History

Archford Capital Strategies’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-38	Closed	-$5K	–	233
2019 Q2	$5K	Hold	38	–	–	﹤0.01%	447
2019 Q1	$5K	Hold	38	–	–	﹤0.01%	426
2018 Q4	$4K	Hold	38	–	–	﹤0.01%	411
2018 Q3	$5K	Hold	38	–	–	﹤0.01%	441
2018 Q2	$5K	Hold	38	–	–	﹤0.01%	459
2018 Q1	$5K	Buy	+38	New	+$4.71K	﹤0.01%	379
2017 Q2	–	Sell	-38	Closed	-$4K	–	222
2017 Q1	$4K	Buy	+38	New	+$4.29K	﹤0.01%	485
2016 Q4	–	Sell	-38	Closed	-$4K	–	635
2016 Q3	$4K	Sell	38 -38	-50%	-$4.14K	﹤0.01%	422
2016 Q2	$8K	Buy	+76	New	+$7.25K	﹤0.01%	406
2016 Q1	–	Sell	-76	Closed	-$8K	–	203
2015 Q4	$8K	Hold	76	–	–	﹤0.01%	467
2015 Q3	$6K	Buy	76 +38	+100%	+$3.42K	﹤0.01%	389
2015 Q2	$3K	Hold	38	–	–	﹤0.01%	417
2015 Q1	$3.73K	Hold	38	–	–	﹤0.01%	410
2014 Q4	$3K	Hold	38	–	–	﹤0.01%	427
2014 Q3	$3K	Buy	+38	New	+$2.96K	﹤0.01%	431

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Archford Capital Strategies's ARE Position: Q3 2019 in Review

Archford Capital Strategies sold out of Alexandria Real Estate Equities (ARE) in Q3 2019, closing a stake of 38 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in ARE in Q3 2014 and held it in 15 quarters. The position peaked at $8K in Q2 2016. 447 funds tracked by Wall St. Rank hold ARE as of Q3 2019.

Archford Capital Strategies reported no remaining Alexandria Real Estate Equities position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 38 Alexandria Real Estate Equities shares in Q3 2019, an estimated $5K.
Archford Capital Strategies first reported a position in Alexandria Real Estate Equities in Q3 2014 and held it in 15 quarters.
Archford Capital Strategies's Alexandria Real Estate Equities position peaked at $8K in Q2 2016.
447 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.