Autus Asset Management’s Weingarten Realty Investors WRI Stock Holding History

Autus Asset Management’s Portfolio WRI Stock Details WRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,450	Closed	-$212K	–	154
2017 Q4	$212K	Sell	6,450 -500	-7%	-$16.2K	0.04%	147
2017 Q3	$221K	Hold	6,950	–	–	0.04%	144
2017 Q2	$209K	Sell	6,950 -5,400	-44%	-$172K	0.04%	147
2017 Q1	$412K	Sell	12,350 -4,210	-25%	-$147K	0.09%	124
2016 Q4	$593K	Hold	16,560	–	–	0.13%	112
2016 Q3	$646K	Sell	16,560 -180	-1%	-$7.42K	0.14%	109
2016 Q2	$683K	Sell	16,740 -3,050	-15%	-$116K	0.16%	108
2016 Q1	$743K	Sell	19,790 -9,000	-31%	-$317K	0.18%	100
2015 Q4	$996K	Buy	+28,790	New	+$993K	0.25%	88

Other funds holding WRI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Autus Asset Management's WRI Position: Q1 2018 in Review

Autus Asset Management sold out of Weingarten Realty Investors (WRI) in Q1 2018, closing a stake of 6,450 shares — an estimated $212K sold.

Autus Asset Management first reported a position in WRI in Q4 2015 and held it in 9 quarters. The position peaked at $996K in Q4 2015. 280 funds tracked by Wall St. Rank hold WRI as of Q1 2018.

Autus Asset Management reported no remaining Weingarten Realty Investors position as of Q1 2018 after selling out during the quarter.
Autus Asset Management sold 6,450 Weingarten Realty Investors shares in Q1 2018, an estimated $212K.
Autus Asset Management first reported a position in Weingarten Realty Investors in Q4 2015 and held it in 9 quarters.
Autus Asset Management's Weingarten Realty Investors position peaked at $996K in Q4 2015.
280 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2018.

Based on Autus Asset Management's 13F filing for Q1 2018, filed 24 Apr 2018.