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Assured Investment Management’s Ares Management ARES Stock Holding History

Assured Investment Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,562
Closed -$106K – 1122
2018
Q3 		$106K Sell
4,562
-17,239
-79% -$370K ﹤0.01% 1033
2018
Q2 		$451K Buy
+21,801
New +$472K 0.01% 841

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Assured Investment Management's ARES Position: Q4 2018 in Review

Assured Investment Management sold out of Ares Management (ARES) in Q4 2018, closing a stake of 4,562 shares — an estimated $106K sold.

Assured Investment Management first reported a position in ARES in Q2 2018 and held it in 2 quarters. The position peaked at $451K in Q2 2018. 105 funds tracked by Wall St. Rank hold ARES as of Q4 2018.

  • Assured Investment Management reported no remaining Ares Management position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 4,562 Ares Management shares in Q4 2018, an estimated $106K.
  • Assured Investment Management first reported a position in Ares Management in Q2 2018 and held it in 2 quarters.
  • Assured Investment Management's Ares Management position peaked at $451K in Q2 2018.
  • 105 funds tracked by Wall St. Rank held Ares Management as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.