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Personal Capital Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Personal Capital Advisors’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
2020
Q2 		– Sell
-1,661
Closed -$228K – 364
2020
Q1 		$228K Sell
1,661
-90
-5% -$14.1K ﹤0.01% 319
2019
Q4 		$283K Buy
1,751
+85
+5% +$13.4K ﹤0.01% 335
2019
Q3 		$256K Buy
1,666
+10
+0.6% +$1.48K ﹤0.01% 312
2019
Q2 		$234K Sell
1,656
-11
-0.7% -$1.59K ﹤0.01% 294
2019
Q1 		$238K Sell
1,667
-1,900
-53% -$250K ﹤0.01% 296
2018
Q4 		$411K Buy
3,567
+17
+0.5% +$2.07K 0.01% 241
2018
Q3 		$447K Hold
3,550
– – 0.01% 228
2018
Q2 		$448K Buy
3,550
+14
+0.4% +$1.75K 0.01% 214
2018
Q1 		$442K Buy
3,536
+89
+3% +$11K 0.01% 191
2017
Q4 		$450K Buy
3,447
+300
+10% +$37.8K 0.01% 191
2017
Q3 		$374K Buy
3,147
+700
+29% +$84.1K 0.01% 188
2017
Q2 		$295K Sell
2,447
-550
-18% -$64K 0.01% 194
2017
Q1 		$329K Sell
2,997
-30
-1% -$3.39K 0.01% 180
2016
Q4 		$336K Sell
3,027
-4,902
-62% -$526K 0.01% 154
2016
Q3 		$871K Buy
7,929
+2,370
+43% +$258K 0.03% 133
2016
Q2 		$576K Sell
5,559
-350
-6% -$33.4K 0.02% 140
2016
Q1 		$537K Hold
5,909
– – 0.02% 131
2015
Q4 		$534K Buy
5,909
+3,500
+145% +$316K 0.03% 134
2015
Q3 		$204K Hold
2,409
– – 0.01% 141
2015
Q2 		$211K Sell
2,409
-1,041
-30% -$96.6K 0.01% 139
2015
Q1 		$338K Buy
+3,450
New +$333K 0.03% 127

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's ARE Position: Q2 2020 in Review

Personal Capital Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2020, closing a stake of 1,661 shares — an estimated $228K sold.

Personal Capital Advisors first reported a position in ARE in Q1 2015 and held it in 21 quarters. The position peaked at $871K in Q3 2016. 506 funds tracked by Wall St. Rank hold ARE as of Q2 2020.

  • Personal Capital Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 1,661 Alexandria Real Estate Equities shares in Q2 2020, an estimated $228K.
  • Personal Capital Advisors first reported a position in Alexandria Real Estate Equities in Q1 2015 and held it in 21 quarters.
  • Personal Capital Advisors's Alexandria Real Estate Equities position peaked at $871K in Q3 2016.
  • 506 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2020.

Based on Personal Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.