Bank of America’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Bank of America’s Portfolio WHLRP Stock Details WHLRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-2,000	Closed	-$50K	–	8198
2014 Q2	$50K	Buy	+2,000	New	+$50.3K	﹤0.01%	6658

Other funds holding WHLRP

GOCM

Grey Owl Capital Management Falls Church, Virginia $79.3M AUM 17.1% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America's WHLRP Position: Q3 2014 in Review

Bank of America sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q3 2014, closing a stake of 2,000 shares — an estimated $50K sold.

Bank of America first reported a position in WHLRP in Q2 2014 and held it in 1 quarter. The position peaked at $50K in Q2 2014. 5 funds tracked by Wall St. Rank hold WHLRP as of Q3 2014.

Bank of America reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q3 2014 after selling out during the quarter.
Bank of America sold 2,000 Wheeler Real Estate Investment Trust Preferred Stock shares in Q3 2014, an estimated $50K.
Bank of America first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q2 2014 and held it in 1 quarter.
Bank of America's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $50K in Q2 2014.
5 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q3 2014.

Based on Bank of America's 13F filing for Q3 2014, filed 14 Nov 2014.