BRWA
WRI

B. Riley Wealth Advisors’s Weingarten Realty Investors WRI Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-719
Closed -$25 – 2193
2014
Q4 		$25 Buy
+719
New +$25K ﹤0.01% 2452
2014
Q3 		– Sell
-812
Closed -$26.7K – 2062
2014
Q2 		$26.7K Buy
+812
New +$25.5K 0.01% 1339

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's WRI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Weingarten Realty Investors (WRI) in Q1 2015, closing a stake of 719 shares — an estimated $25 sold.

B. Riley Wealth Advisors first reported a position in WRI in Q2 2014 and held it in 2 quarters. The position peaked at $26.7K in Q2 2014. 285 funds tracked by Wall St. Rank hold WRI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Weingarten Realty Investors position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 719 Weingarten Realty Investors shares in Q1 2015, an estimated $25.
  • B. Riley Wealth Advisors first reported a position in Weingarten Realty Investors in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Weingarten Realty Investors position peaked at $26.7K in Q2 2014.
  • 285 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.