Ameriprise’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Ameriprise’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
2014 Q4	–	Sell	-325	Closed	-$8K	–	4427
2014 Q3	$8K	Buy	+325	New	+$8.07K	﹤0.01%	4956

Other funds holding WHLRP

LTFS

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise's WHLRP Position: Q4 2014 in Review

Ameriprise sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2014, closing a stake of 325 shares — an estimated $8K sold.

Ameriprise first reported a position in WHLRP in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 3 funds tracked by Wall St. Rank hold WHLRP as of Q4 2014.

Ameriprise reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2014 after selling out during the quarter.
Ameriprise sold 325 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2014, an estimated $8K.
Ameriprise first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2014 and held it in 1 quarter.
Ameriprise's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $8K in Q3 2014.
3 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.