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Ropes Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Ropes Wealth 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
2018
Q3 		– Sell
-15
Closed -$2K – 526
2018
Q2 		$2K Hold
15
– – ﹤0.01% 535
2018
Q1 		$2K Hold
15
– – ﹤0.01% 531
2017
Q4 		$2K Buy
+15
New +$1.89K ﹤0.01% 711

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ropes Wealth Advisors's ARE Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2018, closing a stake of 15 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in ARE in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 429 funds tracked by Wall St. Rank hold ARE as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 15 Alexandria Real Estate Equities shares in Q3 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Alexandria Real Estate Equities position peaked at $2K in Q2 2018.
  • 429 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.