MWPCG
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Measured Wealth Private Client Group’s Alexandria Real Estate Equities ARE Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-120
Closed -$15K – 141
2018
Q3 		$15K Buy
+120
New +$15.2K 0.01% 560

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Measured Wealth Private Client Group's ARE Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Alexandria Real Estate Equities (ARE) in Q4 2018, closing a stake of 120 shares — an estimated $15K sold.

Measured Wealth Private Client Group first reported a position in ARE in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 434 funds tracked by Wall St. Rank hold ARE as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Alexandria Real Estate Equities position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 120 Alexandria Real Estate Equities shares in Q4 2018, an estimated $15K.
  • Measured Wealth Private Client Group first reported a position in Alexandria Real Estate Equities in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Alexandria Real Estate Equities position peaked at $15K in Q3 2018.
  • 434 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.