CA
WSR

Cetera Advisors’s Whitestone REIT WSR Stock Holding History

Cetera 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
-15,230
Closed -$187K – 1294
2018
Q4 		$187K Sell
15,230
-3,300
-18% -$44.7K 0.01% 776
2018
Q3 		$258K Sell
18,530
-5,600
-23% -$73.9K 0.01% 782
2018
Q2 		$299K Buy
+24,130
New +$278K 0.02% 675

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

Cetera Advisors's WSR Position: Q1 2019 in Review

Cetera Advisors sold out of Whitestone REIT (WSR) in Q1 2019, closing a stake of 15,230 shares — an estimated $187K sold.

Cetera Advisors first reported a position in WSR in Q2 2018 and held it in 3 quarters. The position peaked at $299K in Q2 2018. 130 funds tracked by Wall St. Rank hold WSR as of Q1 2019.

  • Cetera Advisors reported no remaining Whitestone REIT position as of Q1 2019 after selling out during the quarter.
  • Cetera Advisors sold 15,230 Whitestone REIT shares in Q1 2019, an estimated $187K.
  • Cetera Advisors first reported a position in Whitestone REIT in Q2 2018 and held it in 3 quarters.
  • Cetera Advisors's Whitestone REIT position peaked at $299K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2019.

Based on Cetera Advisors's 13F filing for Q1 2019, filed 6 May 2019.