Advisory Alpha’s Whitestone REIT WSR Stock Holding History

Advisory Alpha’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,191	Closed	-$16K	–	828
2019 Q4	$16K	Hold	1,191	–	–	﹤0.01%	434
2019 Q3	$16.1K	Buy	+1,191	New	+$15.3K	﹤0.01%	399

Other funds holding WSR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Alpha's WSR Position: Q1 2020 in Review

Advisory Alpha sold out of Whitestone REIT (WSR) in Q1 2020, closing a stake of 1,191 shares — an estimated $16K sold.

Advisory Alpha first reported a position in WSR in Q3 2019 and held it in 2 quarters. The position peaked at $16.1K in Q3 2019. 121 funds tracked by Wall St. Rank hold WSR as of Q1 2020.

Advisory Alpha reported no remaining Whitestone REIT position as of Q1 2020 after selling out during the quarter.
Advisory Alpha sold 1,191 Whitestone REIT shares in Q1 2020, an estimated $16K.
Advisory Alpha first reported a position in Whitestone REIT in Q3 2019 and held it in 2 quarters.
Advisory Alpha's Whitestone REIT position peaked at $16.1K in Q3 2019.
121 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.