BRWA
WSR

B. Riley Wealth Advisors’s Whitestone REIT WSR Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-2,840
Closed -$43 – 1995
2014
Q4 		$43 Buy
+2,840
New +$41.8K ﹤0.01% 2174
2014
Q3 		– Sell
-6,300
Closed -$93.9K – 1902
2014
Q2 		$93.9K Buy
+6,300
New +$89.7K 0.02% 750
2014
Q1 		– Sell
-4,626
Closed -$62K – 798
2013
Q4 		$62K Sell
4,626
-6,280
-58% -$84.8K 0.02% 642
2013
Q3 		$161K Buy
10,906
+845
+8% +$13.1K 0.06% 406
2013
Q2 		$159K Buy
+10,061
New +$164K 0.05% 412

Other funds holding WSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TWMP
Taylor Wealth Management Partners Boston, Massachusetts $176M AUM 14.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Whitestone REIT (WSR) in Q1 2015, closing a stake of 2,840 shares — an estimated $43 sold.

B. Riley Wealth Advisors first reported a position in WSR in Q2 2013 and held it in 5 quarters. The position peaked at $161K in Q3 2013. 91 funds tracked by Wall St. Rank hold WSR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Whitestone REIT position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,840 Whitestone REIT shares in Q1 2015, an estimated $43.
  • B. Riley Wealth Advisors first reported a position in Whitestone REIT in Q2 2013 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Whitestone REIT position peaked at $161K in Q3 2013.
  • 91 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2015.

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