AE Wealth Management’s Whitestone REIT WSR Stock Holding History

AE Wealth Management’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
2017 Q2	–	Sell	-11,586	Closed	-$160K	–	388
2017 Q1	$160K	Buy	+11,586	New	+$160K	0.03%	264

Other funds holding WSR

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

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

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

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AE Wealth Management's WSR Position: Q2 2017 in Review

AE Wealth Management sold out of Whitestone REIT (WSR) in Q2 2017, closing a stake of 11,586 shares — an estimated $160K sold.

AE Wealth Management first reported a position in WSR in Q1 2017 and held it in 1 quarter. The position peaked at $160K in Q1 2017. 104 funds tracked by Wall St. Rank hold WSR as of Q2 2017.

AE Wealth Management reported no remaining Whitestone REIT position as of Q2 2017 after selling out during the quarter.
AE Wealth Management sold 11,586 Whitestone REIT shares in Q2 2017, an estimated $160K.
AE Wealth Management first reported a position in Whitestone REIT in Q1 2017 and held it in 1 quarter.
AE Wealth Management's Whitestone REIT position peaked at $160K in Q1 2017.
104 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2017.

Based on AE Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.