Legacy Financial Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-225	Closed	-$32K	–	174
2019 Q1	$32K	Buy	225 +17	+8%	+$2.24K	0.01%	359
2018 Q4	$24K	Buy	208 +117	+129%	+$14.3K	0.01%	370
2018 Q3	$11K	Sell	91 -116	-56%	-$14.7K	﹤0.01%	487
2018 Q2	$26K	Buy	207 +92	+80%	+$11.5K	0.01%	338
2018 Q1	$13K	Buy	115 +30	+35%	+$3.72K	0.01%	422
2017 Q4	$11K	Buy	+85	New	+$10.7K	﹤0.01%	447

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Financial Advisors's ARE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2019, closing a stake of 225 shares — an estimated $32K sold.

Legacy Financial Advisors first reported a position in ARE in Q4 2017 and held it in 6 quarters. The position peaked at $32K in Q1 2019. 457 funds tracked by Wall St. Rank hold ARE as of Q2 2019.

Legacy Financial Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 225 Alexandria Real Estate Equities shares in Q2 2019, an estimated $32K.
Legacy Financial Advisors first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Alexandria Real Estate Equities position peaked at $32K in Q1 2019.
457 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.