CPIG
WSR

Chicago Partners Investment Group’s Whitestone REIT WSR Stock Holding History

Chicago Partners Investment Group’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
Q2 		– Sell
-1,000
Closed -$10K – 999
2018
Q1 		$10K Buy
+1,000
New +$12.2K ﹤0.01% 780
2017
Q4 		– Sell
-2,000
Closed -$26K – 962
2017
Q3 		$26K Sell
2,000
-1,000
-33% -$12.8K ﹤0.01% 565
2017
Q2 		$39K Buy
+3,000
New +$37.5K 0.01% 423

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chicago Partners Investment Group's WSR Position: Q2 2018 in Review

Chicago Partners Investment Group sold out of Whitestone REIT (WSR) in Q2 2018, closing a stake of 1,000 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in WSR in Q2 2017 and held it in 3 quarters. The position peaked at $39K in Q2 2017. 126 funds tracked by Wall St. Rank hold WSR as of Q2 2018.

  • Chicago Partners Investment Group reported no remaining Whitestone REIT position as of Q2 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,000 Whitestone REIT shares in Q2 2018, an estimated $10K.
  • Chicago Partners Investment Group first reported a position in Whitestone REIT in Q2 2017 and held it in 3 quarters.
  • Chicago Partners Investment Group's Whitestone REIT position peaked at $39K in Q2 2017.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2018.

Based on Chicago Partners Investment Group's 13F filing for Q2 2018, filed 31 Aug 2018.