Sonora Investment Management’s Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock ARE.PRD Stock Holding History

Sonora Investment Management’s Portfolio ARE.PRD Stock Details ARE.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,178	Closed	-$159K	–	1860
2019 Q2	$159K	Hold	4,178	–	–	0.02%	261
2019 Q1	$158K	Hold	4,178	–	–	0.02%	249
2018 Q4	$140K	Hold	4,178	–	–	0.02%	246
2018 Q3	$145K	Hold	4,178	–	–	0.02%	243
2018 Q2	$146K	Hold	4,178	–	–	0.02%	232
2018 Q1	$150K	Hold	4,178	–	–	0.02%	222
2017 Q4	$155K	Buy	+4,178	New	+$154K	0.02%	217
2017 Q3	–	Sell	-4,178	Closed	-$151K	–	1243
2017 Q2	$151K	Hold	4,178	–	–	0.03%	206
2017 Q1	$146K	Hold	4,178	–	–	0.03%	204
2016 Q4	$143K	Hold	4,178	–	–	0.03%	191
2016 Q3	$147K	Hold	4,178	–	–	0.03%	186
2016 Q2	$142K	Hold	4,178	–	–	0.03%	168
2016 Q1	$128K	Hold	4,178	–	–	0.03%	184
2015 Q4	$115K	Buy	+4,178	New	+$114K	0.03%	156

Other funds holding ARE.PRD

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

P8IP

Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Sonora Investment Management's ARE.PRD Position: Q3 2019 in Review

Sonora Investment Management sold out of Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock (ARE.PRD) in Q3 2019, closing a stake of 4,178 shares — an estimated $159K sold.

Sonora Investment Management first reported a position in ARE.PRD in Q4 2015 and held it in 14 quarters. The position peaked at $159K in Q2 2019. 22 funds tracked by Wall St. Rank hold ARE.PRD as of Q3 2019.

Sonora Investment Management reported no remaining Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position as of Q3 2019 after selling out during the quarter.
Sonora Investment Management sold 4,178 Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock shares in Q3 2019, an estimated $159K.
Sonora Investment Management first reported a position in Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock in Q4 2015 and held it in 14 quarters.
Sonora Investment Management's Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock position peaked at $159K in Q2 2019.
22 funds tracked by Wall St. Rank held Alexandria Real Estate Equities Inc 7.00% Series D Preferred Stock as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.