Partnervest Advisory Services’s Alexandria Real Estate Equities ARE Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-136	Closed	-$11K	–	191
2014 Q2	$11K	Sell	136 -7	-5%	-$525	﹤0.01%	666
2014 Q1	$10K	Hold	143	–	–	﹤0.01%	647
2013 Q4	$9K	Hold	143	–	–	﹤0.01%	656
2013 Q3	$9K	Buy	143 +80	+127%	+$5.27K	﹤0.01%	667
2013 Q2	$4K	Buy	+63	New	+$4.45K	﹤0.01%	761

Other funds holding ARE

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Partnervest Advisory Services's ARE Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Alexandria Real Estate Equities (ARE) in Q3 2014, closing a stake of 136 shares — an estimated $11K sold.

Partnervest Advisory Services first reported a position in ARE in Q2 2013 and held it in 5 quarters. The position peaked at $11K in Q2 2014. 273 funds tracked by Wall St. Rank hold ARE as of Q3 2014.

Partnervest Advisory Services reported no remaining Alexandria Real Estate Equities position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 136 Alexandria Real Estate Equities shares in Q3 2014, an estimated $11K.
Partnervest Advisory Services first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Alexandria Real Estate Equities position peaked at $11K in Q2 2014.
273 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.