Advisory Services Network’s Whitestone REIT WSR Stock Holding History

Advisory Services Network’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 Q4	–	Sell	-138	Closed	-$992	–	3748
2020 Q3	$1K	Buy	+138	New	+$898	﹤0.01%	3432
2020 Q2	–	Sell	-60	Closed	–	–	2748
2020 Q1	$0	Buy	+60	New	+$707	﹤0.01%	3311
2019 Q4	–	Sell	-2,000	Closed	-$25K	–	3266
2019 Q3	$25K	Hold	2,000	–	–	﹤0.01%	1705
2019 Q2	$25K	Buy	2,000 +1,000	+100%	+$12.5K	﹤0.01%	1703
2019 Q1	$12K	Sell	1,000 -250	-20%	-$3.31K	﹤0.01%	1798
2018 Q4	$15K	Sell	1,250 -3,750	-75%	-$50.8K	﹤0.01%	1613
2018 Q3	$69K	Buy	+5,000	New	+$65.9K	0.01%	1117

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisory Services Network's WSR Position: Q4 2020 in Review

Advisory Services Network sold out of Whitestone REIT (WSR) in Q4 2020, closing a stake of 138 shares — an estimated $992 sold.

Advisory Services Network first reported a position in WSR in Q3 2018 and held it in 7 quarters. The position peaked at $69K in Q3 2018. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2020.

Advisory Services Network reported no remaining Whitestone REIT position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 138 Whitestone REIT shares in Q4 2020, an estimated $992.
Advisory Services Network first reported a position in Whitestone REIT in Q3 2018 and held it in 7 quarters.
Advisory Services Network's Whitestone REIT position peaked at $69K in Q3 2018.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.