First Allied Advisory Services’s Ares Management ARES Stock Holding History

First Allied Advisory Services’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
2020 Q3	$1.57M	Buy	38,750 +7,081	+22%	+$283K	0.05%	347
2020 Q2	$1.26M	Buy	31,669 +7,520	+31%	+$266K	0.05%	388
2020 Q1	$747K	Buy	24,149 +4,620	+24%	+$162K	0.03%	475
2019 Q4	$691K	Buy	+19,529	New	+$607K	0.02%	605

Other funds holding ARES

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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

First Allied Advisory Services's ARES Position: Q3 2020 in Review

First Allied Advisory Services increased its Ares Management (ARES) stake by 22% in Q3 2020, buying an estimated $283K and bringing the position to 38,750 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #347.

First Allied Advisory Services first reported a position in ARES in Q4 2019 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold ARES as of Q3 2020.

First Allied Advisory Services held 38,750 shares of Ares Management worth $1.57M as of Q3 2020.
First Allied Advisory Services bought 7,081 Ares Management shares in Q3 2020, an estimated $283K.
Ares Management made up 0.05% of First Allied Advisory Services's portfolio in Q3 2020, its #347 holding.
First Allied Advisory Services first reported a position in Ares Management in Q4 2019 and has held it in 4 quarters since.
212 funds tracked by Wall St. Rank held Ares Management as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.