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

Creative Planning’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
2017 Q1	–	Sell	-775	Closed	-$27K	–	5039
2016 Q4	$27K	Sell	775 -85	-10%	-$2.96K	﹤0.01%	2879
2016 Q3	$30K	Hold	860	–	–	﹤0.01%	2754
2016 Q2	$29K	Buy	860 +85	+11%	+$2.72K	﹤0.01%	2531
2016 Q1	$23K	Hold	775	–	–	﹤0.01%	2662
2015 Q4	$21K	Buy	+775	New	+$21.2K	﹤0.01%	2828

Other funds holding ARE.PRD

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's ARE.PRD Position: Q1 2017 in Review

Creative Planning sold out of Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock (ARE.PRD) in Q1 2017, closing a stake of 775 shares — an estimated $27K sold.

Creative Planning first reported a position in ARE.PRD in Q4 2015 and held it in 5 quarters. The position peaked at $30K in Q3 2016. 20 funds tracked by Wall St. Rank hold ARE.PRD as of Q1 2017.

Creative Planning reported no remaining Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 775 Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock shares in Q1 2017, an estimated $27K.
Creative Planning first reported a position in Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock in Q4 2015 and held it in 5 quarters.
Creative Planning's Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position peaked at $30K in Q3 2016.
20 funds tracked by Wall St. Rank held Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.