Dubuque Bank & Trust’s Alexandria Real Estate Equities ARE Stock Holding History

Dubuque Bank & Trust’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
2019 Q2	–	Sell	-113	Closed	-$16K	–	193
2019 Q1	$16K	Buy	113 +75	+197%	+$9.88K	﹤0.01%	404
2018 Q4	$4K	Hold	38	–	–	﹤0.01%	524
2018 Q3	$5K	Hold	38	–	–	﹤0.01%	496
2018 Q2	$5K	Buy	38 +14	+58%	+$1.75K	﹤0.01%	524
2018 Q1	$3K	Buy	+24	New	+$2.98K	﹤0.01%	599

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dubuque Bank & Trust's ARE Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Alexandria Real Estate Equities (ARE) in Q2 2019, closing a stake of 113 shares — an estimated $16K sold.

Dubuque Bank & Trust first reported a position in ARE in Q1 2018 and held it in 5 quarters. The position peaked at $16K in Q1 2019. 457 funds tracked by Wall St. Rank hold ARE as of Q2 2019.

Dubuque Bank & Trust reported no remaining Alexandria Real Estate Equities position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 113 Alexandria Real Estate Equities shares in Q2 2019, an estimated $16K.
Dubuque Bank & Trust first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 5 quarters.
Dubuque Bank & Trust's Alexandria Real Estate Equities position peaked at $16K in Q1 2019.
457 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.