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Broadview Advisors’s Ares Management ARES Stock Holding History

Broadview Advisors’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
2019
Q2 		– Sell
-29,500
Closed -$685K – 75
2019
Q1 		$685K Sell
29,500
-900
-3% -$19.7K 0.19% 73
2018
Q4 		$541K Buy
+30,400
New +$637K 0.16% 70

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Broadview Advisors's ARES Position: Q2 2019 in Review

Broadview Advisors sold out of Ares Management (ARES) in Q2 2019, closing a stake of 29,500 shares — an estimated $685K sold.

Broadview Advisors first reported a position in ARES in Q4 2018 and held it in 2 quarters. The position peaked at $685K in Q1 2019. 147 funds tracked by Wall St. Rank hold ARES as of Q2 2019.

  • Broadview Advisors reported no remaining Ares Management position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 29,500 Ares Management shares in Q2 2019, an estimated $685K.
  • Broadview Advisors first reported a position in Ares Management in Q4 2018 and held it in 2 quarters.
  • Broadview Advisors's Ares Management position peaked at $685K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Ares Management as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.