Calton & Associates’s Whitestone REIT WSR Stock Holding History

Calton & Associates’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	-2,276	Closed	-$30K	–	1281
2017 Q4	$30K	Buy	+2,276	New	+$32.2K	0.01%	811

Other funds holding WSR

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Resource America New York $40M AUM 20.54% 1-Year Est. Return

Calton & Associates's WSR Position: Q1 2018 in Review

Calton & Associates sold out of Whitestone REIT (WSR) in Q1 2018, closing a stake of 2,276 shares — an estimated $30K sold.

Calton & Associates first reported a position in WSR in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 116 funds tracked by Wall St. Rank hold WSR as of Q1 2018.

Calton & Associates reported no remaining Whitestone REIT position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,276 Whitestone REIT shares in Q1 2018, an estimated $30K.
Calton & Associates first reported a position in Whitestone REIT in Q4 2017 and held it in 1 quarter.
Calton & Associates's Whitestone REIT position peaked at $30K in Q4 2017.
116 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.