BRWM
WSR

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

B. Riley Wealth Management’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
Q3 		– Sell
-6,511
Closed -$84K – 760
2015
Q2 		$84K Buy
6,511
+109
+2% +$1.59K 0.07% 310
2015
Q1 		$101K Sell
6,402
-702
-10% -$11K 0.08% 284
2014
Q4 		$107K Sell
7,104
-1,464
-17% -$21.5K 0.09% 256
2014
Q3 		$119K Sell
8,568
-240
-3% -$3.58K 0.09% 269
2014
Q2 		$131K Buy
8,808
+139
+2% +$1.98K 0.08% 289
2014
Q1 		$125K Buy
+8,669
New +$121K 0.09% 268

Other funds holding WSR

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BFA
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PAM
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Renaissance Technologies
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State of New Jersey Common Pension Fund D
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PCM
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
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OAM
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