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Hoxton Financial’s Alexandria Real Estate Equities ARE Stock Holding History

Hoxton Financial’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
2013
Q4 		– Sell
-1,334
Closed -$85K – 696
2013
Q3 		$85K Hold
1,334
– – 0.08% 78
2013
Q2 		$88K Buy
+1,334
New +$94.3K 0.05% 130

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hoxton Financial's ARE Position: Q4 2013 in Review

Hoxton Financial sold out of Alexandria Real Estate Equities (ARE) in Q4 2013, closing a stake of 1,334 shares — an estimated $85K sold.

Hoxton Financial first reported a position in ARE in Q2 2013 and held it in 2 quarters. The position peaked at $88K in Q2 2013. 256 funds tracked by Wall St. Rank hold ARE as of Q4 2013.

  • Hoxton Financial reported no remaining Alexandria Real Estate Equities position as of Q4 2013 after selling out during the quarter.
  • Hoxton Financial sold 1,334 Alexandria Real Estate Equities shares in Q4 2013, an estimated $85K.
  • Hoxton Financial first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 2 quarters.
  • Hoxton Financial's Alexandria Real Estate Equities position peaked at $88K in Q2 2013.
  • 256 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2013.

Based on Hoxton Financial's 13F filing for Q4 2013, filed 16 Jan 2014.