KCPG
ARES icon

Kavar Capital Partners Group’s Ares Management ARES Stock Holding History

Kavar Capital Partners Group’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
2015
Q4 		– Sell
-2,000
Closed -$34K – 478
2015
Q3 		$34K Sell
2,000
-1,000
-33% -$18.3K 0.02% 191
2015
Q2 		$55K Buy
+3,000
New +$56.6K 0.04% 175

Other funds holding ARES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kavar Capital Partners Group's ARES Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of Ares Management (ARES) in Q4 2015, closing a stake of 2,000 shares — an estimated $34K sold.

Kavar Capital Partners Group first reported a position in ARES in Q2 2015 and held it in 2 quarters. The position peaked at $55K in Q2 2015. 35 funds tracked by Wall St. Rank hold ARES as of Q4 2015.

  • Kavar Capital Partners Group reported no remaining Ares Management position as of Q4 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,000 Ares Management shares in Q4 2015, an estimated $34K.
  • Kavar Capital Partners Group first reported a position in Ares Management in Q2 2015 and held it in 2 quarters.
  • Kavar Capital Partners Group's Ares Management position peaked at $55K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.