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Sterling Investment Advisors (Pennsylvania)’s Ares Management ARES Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,500
Closed -$110K – 370
2017
Q4 		$110K Hold
5,500
– – 0.07% 135
2017
Q3 		$103K Buy
5,500
+1,000
+22% +$18.2K 0.07% 135
2017
Q2 		$81K Buy
4,500
+1,500
+50% +$27.8K 0.05% 145
2017
Q1 		$57K Buy
+3,000
New +$58.7K 0.04% 165

Other funds holding ARES

AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PC
PM Capital Sydney, Australia $426M AUM 46.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ARES Position: Q1 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Ares Management (ARES) in Q1 2018, closing a stake of 5,500 shares — an estimated $110K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ARES in Q1 2017 and held it in 4 quarters. The position peaked at $110K in Q4 2017. 76 funds tracked by Wall St. Rank hold ARES as of Q1 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Ares Management position as of Q1 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 5,500 Ares Management shares in Q1 2018, an estimated $110K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Ares Management in Q1 2017 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Ares Management position peaked at $110K in Q4 2017.
  • 76 funds tracked by Wall St. Rank held Ares Management as of Q1 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2018, filed 23 Apr 2018.