PAS
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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

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AAMU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return