APP
ARE.PRD

Avantax Planning Partners’s Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock ARE.PRD Stock Holding History

Avantax Planning Partners’s Portfolio ARE.PRD Stock Details ARE.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$10K – 1406
2018
Q3 		$10K Buy
+300
New +$10.5K ﹤0.01% 898

Other funds holding ARE.PRD

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's ARE.PRD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock (ARE.PRD) in Q4 2018, closing a stake of 300 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in ARE.PRD in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 21 funds tracked by Wall St. Rank hold ARE.PRD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 300 Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position peaked at $10K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock as of Q4 2018.

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