AAM
WRI
Autus Asset Management’s Weingarten Realty Investors WRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,450
| Closed | -$212K | – | 154 |
|
|
2017
Q4 | $212K | Sell |
6,450
-500
| -7% | -$16.4K | 0.04% | 147 |
|
|
2017
Q3 | $221K | Hold |
6,950
| – | – | 0.04% | 144 |
|
|
2017
Q2 | $209K | Sell |
6,950
-5,400
| -44% | -$162K | 0.04% | 147 |
|
|
2017
Q1 | $412K | Sell |
12,350
-4,210
| -25% | -$140K | 0.09% | 124 |
|
|
2016
Q4 | $593K | Hold |
16,560
| – | – | 0.13% | 112 |
|
|
2016
Q3 | $646K | Sell |
16,560
-180
| -1% | -$7.02K | 0.14% | 109 |
|
|
2016
Q2 | $683K | Sell |
16,740
-3,050
| -15% | -$124K | 0.16% | 108 |
|
|
2016
Q1 | $743K | Sell |
19,790
-9,000
| -31% | -$338K | 0.18% | 100 |
|
|
2015
Q4 | $996K | Buy |
+28,790
| New | +$996K | 0.25% | 88 |
|