Capital Investment Advisors’s Whitestone REIT WSR Stock Holding History

Capital Investment 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 Q4	–	Sell	-10,500	Closed	-$144K	–	528
2019 Q3	$144K	Hold	10,500	–	–	0.01%	490
2019 Q2	$133K	Hold	10,500	–	–	0.01%	487
2019 Q1	$126K	Hold	10,500	–	–	0.01%	477
2018 Q4	$129K	Hold	10,500	–	–	0.01%	459
2018 Q3	$146K	Hold	10,500	–	–	0.01%	475
2018 Q2	$131K	Sell	10,500 -1,000	-9%	-$11.5K	0.01%	480
2018 Q1	$119K	Sell	11,500 -800	-7%	-$9.76K	0.01%	472
2017 Q4	$177K	Hold	12,300	–	–	0.01%	456
2017 Q3	$161K	Hold	12,300	–	–	0.01%	446
2017 Q2	$151K	Buy	12,300 +1,000	+9%	+$12.5K	0.01%	448
2017 Q1	$156K	Hold	11,300	–	–	0.01%	439
2016 Q4	$162K	Hold	11,300	–	–	0.01%	430
2016 Q3	$157K	Hold	11,300	–	–	0.01%	424
2016 Q2	$170K	Hold	11,300	–	–	0.02%	404
2016 Q1	$142K	Buy	+11,300	New	+$127K	0.01%	406

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Investment Advisors's WSR Position: Q4 2019 in Review

Capital Investment Advisors sold out of Whitestone REIT (WSR) in Q4 2019, closing a stake of 10,500 shares — an estimated $144K sold.

Capital Investment Advisors first reported a position in WSR in Q1 2016 and held it in 15 quarters. The position peaked at $177K in Q4 2017. 120 funds tracked by Wall St. Rank hold WSR as of Q4 2019.

Capital Investment Advisors reported no remaining Whitestone REIT position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisors sold 10,500 Whitestone REIT shares in Q4 2019, an estimated $144K.
Capital Investment Advisors first reported a position in Whitestone REIT in Q1 2016 and held it in 15 quarters.
Capital Investment Advisors's Whitestone REIT position peaked at $177K in Q4 2017.
120 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2019.

Based on Capital Investment Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.