BTS
WSR

BB&T Securities’s Whitestone REIT WSR Stock Holding History

BB&T Securities’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
2018
Q1 		– Sell
-16,187
Closed -$233K – 1562
2017
Q4 		$233K Sell
16,187
-913
-5% -$12.9K ﹤0.01% 1284
2017
Q3 		$223K Sell
17,100
-1,022
-6% -$13.1K ﹤0.01% 1262
2017
Q2 		$221K Buy
+18,122
New +$227K ﹤0.01% 1255

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return

BB&T Securities's WSR Position: Q1 2018 in Review

BB&T Securities sold out of Whitestone REIT (WSR) in Q1 2018, closing a stake of 16,187 shares — an estimated $233K sold.

BB&T Securities first reported a position in WSR in Q2 2017 and held it in 3 quarters. The position peaked at $233K in Q4 2017. 116 funds tracked by Wall St. Rank hold WSR as of Q1 2018.

  • BB&T Securities reported no remaining Whitestone REIT position as of Q1 2018 after selling out during the quarter.
  • BB&T Securities sold 16,187 Whitestone REIT shares in Q1 2018, an estimated $233K.
  • BB&T Securities first reported a position in Whitestone REIT in Q2 2017 and held it in 3 quarters.
  • BB&T Securities's Whitestone REIT position peaked at $233K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2018.

Based on BB&T Securities's 13F filing for Q1 2018, filed 14 May 2018.