Bison Wealth’s Whitestone REIT WSR Stock Holding History

Bison Wealth’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
2017 Q1	–	Sell	-11,220	Closed	-$161K	–	195
2016 Q4	$161K	Hold	11,220	–	–	0.14%	174
2016 Q3	$156K	Sell	11,220 -150	-1%	-$2.24K	0.13%	172
2016 Q2	$170K	Buy	+11,370	New	+$155K	0.1%	183

Other funds holding WSR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's WSR Position: Q1 2017 in Review

Bison Wealth sold out of Whitestone REIT (WSR) in Q1 2017, closing a stake of 11,220 shares — an estimated $161K sold.

Bison Wealth first reported a position in WSR in Q2 2016 and held it in 3 quarters. The position peaked at $170K in Q2 2016. 98 funds tracked by Wall St. Rank hold WSR as of Q1 2017.

Bison Wealth reported no remaining Whitestone REIT position as of Q1 2017 after selling out during the quarter.
Bison Wealth sold 11,220 Whitestone REIT shares in Q1 2017, an estimated $161K.
Bison Wealth first reported a position in Whitestone REIT in Q2 2016 and held it in 3 quarters.
Bison Wealth's Whitestone REIT position peaked at $170K in Q2 2016.
98 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2017.

Based on Bison Wealth's 13F filing for Q1 2017, filed 11 May 2017.