ESB
ARE icon

Essex Savings Bank’s Alexandria Real Estate Equities ARE Stock Holding History

Essex Savings Bank’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
Q3 		– Sell
-217
Closed -$30K – 206
2019
Q2 		$30K Buy
217
+31
+17% +$4.48K 0.01% 513
2019
Q1 		$27K Hold
186
– – 0.02% 375
2018
Q4 		$21K Buy
+186
New +$22.7K 0.01% 398

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Essex Savings Bank's ARE Position: Q3 2019 in Review

Essex Savings Bank sold out of Alexandria Real Estate Equities (ARE) in Q3 2019, closing a stake of 217 shares — an estimated $30K sold.

Essex Savings Bank first reported a position in ARE in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 447 funds tracked by Wall St. Rank hold ARE as of Q3 2019.

  • Essex Savings Bank reported no remaining Alexandria Real Estate Equities position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 217 Alexandria Real Estate Equities shares in Q3 2019, an estimated $30K.
  • Essex Savings Bank first reported a position in Alexandria Real Estate Equities in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Alexandria Real Estate Equities position peaked at $30K in Q2 2019.
  • 447 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.