PFGIA
ACRE

Patriot Financial Group Insurance Agency’s Ares Commercial Real Estate ACRE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-12
Closed – – 1426
2019
Q1 		$0 Hold
12
– – ﹤0.01% 1217
2018
Q4 		$0 Buy
+12
New +$168 ﹤0.01% 967

Other funds holding ACRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACRE Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of Ares Commercial Real Estate (ACRE) in Q2 2019, closing a stake of 12 shares.

Patriot Financial Group Insurance Agency first reported a position in ACRE in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 131 funds tracked by Wall St. Rank hold ACRE as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Ares Commercial Real Estate position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12 Ares Commercial Real Estate shares in Q2 2019.
  • Patriot Financial Group Insurance Agency first reported a position in Ares Commercial Real Estate in Q4 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Ares Commercial Real Estate position peaked at $0 in Q1 2019.
  • 131 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.