WA
ARES icon

WFG Advisors’s Ares Management ARES Stock Holding History

WFG Advisors’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
2017
Q2 		$25K Buy
1,399
+1,083
+343% +$20.1K 0.01% 884
2017
Q1 		$6K Buy
316
+5
+2% +$98 ﹤0.01% 1170
2016
Q4 		$6K Buy
311
+3
+1% +$52 ﹤0.01% 1216
2016
Q3 		$5K Buy
308
+5
+2% +$86 ﹤0.01% 1259
2016
Q2 		$4K Buy
+303
New +$4.31K ﹤0.01% 1270

Other funds holding ARES

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return