Level Four Advisory Services’s Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock ARE.PRD Stock Holding History

Level Four Advisory Services’s Portfolio ARE.PRD Stock Details ARE.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,975	Closed	-$207K	–	597
2018 Q3	$207K	Hold	5,975	–	–	0.02%	554
2018 Q2	$209K	Buy	+5,975	New	+$211K	0.02%	575

Other funds holding ARE.PRD

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Level Four Advisory Services's ARE.PRD Position: Q4 2018 in Review

Level Four Advisory Services sold out of Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock (ARE.PRD) in Q4 2018, closing a stake of 5,975 shares — an estimated $207K sold.

Level Four Advisory Services first reported a position in ARE.PRD in Q2 2018 and held it in 2 quarters. The position peaked at $209K in Q2 2018. 21 funds tracked by Wall St. Rank hold ARE.PRD as of Q4 2018.

Level Four Advisory Services reported no remaining Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position as of Q4 2018 after selling out during the quarter.
Level Four Advisory Services sold 5,975 Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock shares in Q4 2018, an estimated $207K.
Level Four Advisory Services first reported a position in Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock in Q2 2018 and held it in 2 quarters.
Level Four Advisory Services's Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position peaked at $209K in Q2 2018.
21 funds tracked by Wall St. Rank held Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.