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

Shine Investment 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
2020 Q3	$42K	Hold	261	–	–	0.01%	321
2020 Q2	$42K	Hold	261	–	–	0.02%	324
2020 Q1	$36K	Hold	261	–	–	0.02%	317
2019 Q4	$42K	Hold	261	–	–	0.02%	354
2019 Q3	$40K	Buy	+261	New	+$38.6K	0.02%	345
2019 Q2	–	Hold	0	–	–	–	360
2019 Q1	–	Hold	0	–	–	–	356
2018 Q4	–	Hold	0	–	–	–	365
2018 Q3	–	Sell	-261	Closed	-$33K	–	374
2018 Q2	$33K	Buy	+261	New	+$32.6K	0.02%	377
2018 Q1	–	Hold	0	–	–	–	372
2017 Q4	–	Hold	0	–	–	–	370
2017 Q3	–	Hold	0	–	–	–	378
2017 Q2	–	Hold	0	–	–	–	361

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's ARE Position: Q3 2020 in Review

Shine Investment Advisory Services held its Alexandria Real Estate Equities (ARE) position steady in Q3 2020 at 261 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #321.

Shine Investment Advisory Services first reported a position in ARE in Q2 2018 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold ARE as of Q3 2020.

Shine Investment Advisory Services held 261 shares of Alexandria Real Estate Equities worth $42K as of Q3 2020.
Shine Investment Advisory Services left its Alexandria Real Estate Equities share count unchanged in Q3 2020.
Alexandria Real Estate Equities made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #321 holding.
Shine Investment Advisory Services first reported a position in Alexandria Real Estate Equities in Q2 2018 and has held it in 6 quarters since.
547 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.