APP
ACRE

Avantax Planning Partners’s Ares Commercial Real Estate ACRE Stock Holding History

Avantax Planning Partners’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-283
Closed -$4K – 285
2018
Q3 		$4K Buy
+283
New +$4.01K ﹤0.01% 1138
2018
Q2 		– Sell
-284
Closed -$4K – 249
2018
Q1 		$4K Buy
+284
New +$3.58K ﹤0.01% 1392

Other funds holding ACRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's ACRE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ares Commercial Real Estate (ACRE) in Q4 2018, closing a stake of 283 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in ACRE in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 112 funds tracked by Wall St. Rank hold ACRE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ares Commercial Real Estate position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 283 Ares Commercial Real Estate shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Ares Commercial Real Estate in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ares Commercial Real Estate position peaked at $4K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.