683 Capital Management’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

683 Capital Management’s Portfolio WHLRP Stock Details WHLRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,313	Closed	-$29K	–	110
2016 Q4	$29K	Sell	1,313 -9,601	-88%	-$208K	﹤0.01%	106
2016 Q3	$225K	Hold	10,914	–	–	0.02%	91
2016 Q2	$225K	Sell	10,914 -13,718	-56%	-$282K	0.04%	70
2016 Q1	$431K	Hold	24,632	–	–	0.08%	61
2015 Q4	$557K	Sell	24,632 -300	-1%	-$6.9K	0.08%	91
2015 Q3	$567K	Sell	24,932 -37,048	-60%	-$864K	0.08%	78
2015 Q2	$1.56M	Buy	61,980 +45,535	+277%	+$1.11M	0.32%	62
2015 Q1	$388K	Buy	+16,445	New	+$340K	0.15%	62

Other funds holding WHLRP

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

683 Capital Management's WHLRP Position: Q1 2017 in Review

683 Capital Management sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2017, closing a stake of 1,313 shares — an estimated $29K sold.

683 Capital Management first reported a position in WHLRP in Q1 2015 and held it in 8 quarters. The position peaked at $1.56M in Q2 2015. 10 funds tracked by Wall St. Rank hold WHLRP as of Q1 2017.

683 Capital Management reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2017 after selling out during the quarter.
683 Capital Management sold 1,313 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2017, an estimated $29K.
683 Capital Management first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2015 and held it in 8 quarters.
683 Capital Management's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $1.56M in Q2 2015.
10 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2017.

Based on 683 Capital Management's 13F filing for Q1 2017, filed 15 May 2017.