CIM
WSR

Calvert Investment Management’s Whitestone REIT WSR Stock Holding History

Calvert Investment Management’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
2016
Q3 		– Sell
-127,378
Closed -$1.92M – 820
2016
Q2 		$1.92M Buy
+127,378
New +$1.74M 0.08% 262

Other funds holding WSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Calvert Investment Management's WSR Position: Q3 2016 in Review

Calvert Investment Management sold out of Whitestone REIT (WSR) in Q3 2016, closing a stake of 127,378 shares — an estimated $1.92M sold.

Calvert Investment Management first reported a position in WSR in Q2 2016 and held it in 1 quarter. The position peaked at $1.92M in Q2 2016. 105 funds tracked by Wall St. Rank hold WSR as of Q3 2016.

  • Calvert Investment Management reported no remaining Whitestone REIT position as of Q3 2016 after selling out during the quarter.
  • Calvert Investment Management sold 127,378 Whitestone REIT shares in Q3 2016, an estimated $1.92M.
  • Calvert Investment Management first reported a position in Whitestone REIT in Q2 2016 and held it in 1 quarter.
  • Calvert Investment Management's Whitestone REIT position peaked at $1.92M in Q2 2016.
  • 105 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2016.

Based on Calvert Investment Management's 13F filing for Q3 2016, filed 7 Nov 2016.