CFSG
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Community Financial Services Group’s Alexandria Real Estate Equities ARE Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-124
Closed -$11K – 77
2015
Q3 		$11K Hold
124
– – 0.01% 213
2015
Q2 		$11K Hold
124
– – 0.01% 220
2015
Q1 		$12K Buy
124
+62
+100% +$5.98K 0.01% 219
2014
Q4 		$6K Buy
+62
New +$5.18K ﹤0.01% 255

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Community Financial Services Group's ARE Position: Q4 2015 in Review

Community Financial Services Group sold out of Alexandria Real Estate Equities (ARE) in Q4 2015, closing a stake of 124 shares — an estimated $11K sold.

Community Financial Services Group first reported a position in ARE in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q1 2015. 300 funds tracked by Wall St. Rank hold ARE as of Q4 2015.

  • Community Financial Services Group reported no remaining Alexandria Real Estate Equities position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 124 Alexandria Real Estate Equities shares in Q4 2015, an estimated $11K.
  • Community Financial Services Group first reported a position in Alexandria Real Estate Equities in Q4 2014 and held it in 4 quarters.
  • Community Financial Services Group's Alexandria Real Estate Equities position peaked at $12K in Q1 2015.
  • 300 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.