BA
WSR

Boston Advisors’s Whitestone REIT WSR Stock Holding History

Boston 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
2019
Q1 		– Sell
-97,744
Closed -$1.2M – 665
2018
Q4 		$1.2M Buy
97,744
+79,834
+446% +$1.08M 0.07% 279
2018
Q3 		$249K Buy
17,910
+1,850
+12% +$24.4K 0.01% 596
2018
Q2 		$200K Buy
+16,060
New +$185K 0.01% 635

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Advisors's WSR Position: Q1 2019 in Review

Boston Advisors sold out of Whitestone REIT (WSR) in Q1 2019, closing a stake of 97,744 shares — an estimated $1.2M sold.

Boston Advisors first reported a position in WSR in Q2 2018 and held it in 3 quarters. The position peaked at $1.2M in Q4 2018. 130 funds tracked by Wall St. Rank hold WSR as of Q1 2019.

  • Boston Advisors reported no remaining Whitestone REIT position as of Q1 2019 after selling out during the quarter.
  • Boston Advisors sold 97,744 Whitestone REIT shares in Q1 2019, an estimated $1.2M.
  • Boston Advisors first reported a position in Whitestone REIT in Q2 2018 and held it in 3 quarters.
  • Boston Advisors's Whitestone REIT position peaked at $1.2M in Q4 2018.
  • 130 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2019.

Based on Boston Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.