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Gladstone Institutional Advisory’s Ares Management ARES Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-5,975
Closed -$213K – 272
2019
Q4 		$213K Buy
+5,975
New +$186K 0.05% 252

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Gladstone Institutional Advisory's ARES Position: Q1 2020 in Review

Gladstone Institutional Advisory sold out of Ares Management (ARES) in Q1 2020, closing a stake of 5,975 shares — an estimated $213K sold.

Gladstone Institutional Advisory first reported a position in ARES in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 182 funds tracked by Wall St. Rank hold ARES as of Q1 2020.

  • Gladstone Institutional Advisory reported no remaining Ares Management position as of Q1 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,975 Ares Management shares in Q1 2020, an estimated $213K.
  • Gladstone Institutional Advisory first reported a position in Ares Management in Q4 2019 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Ares Management position peaked at $213K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Ares Management as of Q1 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2020, filed 14 May 2020.