APSP
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Asset Planning Services (Pennsylvania)’s Alexandria Real Estate Equities ARE Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q2 		– Sell
-50
Closed -$7K – 260
2019
Q1 		$7K Hold
50
– – ﹤0.01% 213
2018
Q4 		$6K Buy
+50
New +$6.1K ﹤0.01% 219

Other funds holding ARE

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ARE Position: Q2 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Alexandria Real Estate Equities (ARE) in Q2 2019, closing a stake of 50 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in ARE in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 457 funds tracked by Wall St. Rank hold ARE as of Q2 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Alexandria Real Estate Equities position as of Q2 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 50 Alexandria Real Estate Equities shares in Q2 2019, an estimated $7K.
  • Asset Planning Services (Pennsylvania) first reported a position in Alexandria Real Estate Equities in Q4 2018 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Alexandria Real Estate Equities position peaked at $7K in Q1 2019.
  • 457 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2019, filed 17 Jul 2019.