First Personal Financial Services’s Alexandria Real Estate Equities ARE Stock Holding History

First Personal Financial Services’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
2020 Q1	–	Sell	-4	Closed	-$1K	–	313
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	397
2019 Q3	$1K	Buy	+4	New	+$591	﹤0.01%	446
2019 Q2	–	Hold	0	–	–	–	688
2018 Q1	–	Hold	0	–	–	–	300
2017 Q4	–	Hold	0	–	–	–	246
2017 Q3	–	Hold	0	–	–	–	271
2017 Q2	–	Hold	0	–	–	–	265
2017 Q1	–	Hold	0	–	–	–	268
2016 Q4	–	Hold	0	–	–	–	297
2015 Q1	–	Hold	0	–	–	–	504

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

Norges Bank Oslo, Norway $1T AUM

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

First Personal Financial Services's ARE Position: Q1 2020 in Review

First Personal Financial Services sold out of Alexandria Real Estate Equities (ARE) in Q1 2020, closing a stake of 4 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in ARE in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 482 funds tracked by Wall St. Rank hold ARE as of Q1 2020.

First Personal Financial Services reported no remaining Alexandria Real Estate Equities position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 4 Alexandria Real Estate Equities shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in Alexandria Real Estate Equities in Q3 2019 and held it in 2 quarters.
First Personal Financial Services's Alexandria Real Estate Equities position peaked at $1K in Q4 2019.
482 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.