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WFG Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

WFG 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
2015
Q2 		– Sell
-38
Closed -$4K – 1664
2015
Q1 		$4K Buy
38
+1
+3% +$96 ﹤0.01% 1406
2014
Q4 		$3K Hold
37
– – ﹤0.01% 1746
2014
Q3 		$3K Buy
+37
New +$2.88K ﹤0.01% 1768
2013
Q3 		– Sell
-70
Closed -$5K – 2146
2013
Q2 		$5K Buy
+70
New +$4.95K ﹤0.01% 1648

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WFG Advisors's ARE Position: Q2 2015 in Review

WFG Advisors sold out of Alexandria Real Estate Equities (ARE) in Q2 2015, closing a stake of 38 shares — an estimated $4K sold.

WFG Advisors first reported a position in ARE in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2013. 283 funds tracked by Wall St. Rank hold ARE as of Q2 2015.

  • WFG Advisors reported no remaining Alexandria Real Estate Equities position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 38 Alexandria Real Estate Equities shares in Q2 2015, an estimated $4K.
  • WFG Advisors first reported a position in Alexandria Real Estate Equities in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Alexandria Real Estate Equities position peaked at $5K in Q2 2013.
  • 283 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.