Commonwealth Equity Services’s Weingarten Realty Investors WRI Stock Holding History

Commonwealth Equity Services’s Portfolio WRI Stock Details WRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,484	Closed	-$265K	–	3008
2019 Q4	$265K	Sell	8,484 -253	-3%	-$7.74K	﹤0.01%	2414
2019 Q3	$254K	Buy	8,737 +685	+9%	+$18.9K	﹤0.01%	2378
2019 Q2	$220K	Sell	8,052 -118	-1%	-$3.4K	﹤0.01%	2448
2019 Q1	$239K	Buy	+8,170	New	+$229K	﹤0.01%	2336
2018 Q4	–	Sell	-7,428	Closed	-$221K	–	2851
2018 Q3	$221K	Sell	7,428 -30	-0.4%	-$911	﹤0.01%	2424
2018 Q2	$230K	Buy	+7,458	New	+$213K	﹤0.01%	2350
2018 Q1	–	Sell	-6,756	Closed	-$222K	–	2802
2017 Q4	$222K	Buy	6,756 +113	+2%	+$3.66K	﹤0.01%	2293
2017 Q3	$211K	Sell	6,643 -216	-3%	-$6.9K	﹤0.01%	2245
2017 Q2	$206K	Sell	6,859 -2,357	-26%	-$75.2K	﹤0.01%	2207
2017 Q1	$308K	Buy	9,216 +1,175	+15%	+$41K	﹤0.01%	1835
2016 Q4	$288K	Sell	8,041 -1	-0%	-$36	﹤0.01%	1796
2016 Q3	$313K	Buy	8,042 +255	+3%	+$10.5K	﹤0.01%	1682
2016 Q2	$318K	Buy	7,787 +81	+1%	+$3.08K	﹤0.01%	1622
2016 Q1	$289K	Sell	7,706 -869	-10%	-$30.6K	﹤0.01%	1665
2015 Q4	$297K	Sell	8,575 -279	-3%	-$9.63K	﹤0.01%	1610
2015 Q3	$293K	Sell	8,854 -1,013	-10%	-$33.9K	﹤0.01%	1562
2015 Q2	$323K	Buy	9,867 +1,724	+21%	+$58.4K	﹤0.01%	1593
2015 Q1	$293K	Buy	8,143 +472	+6%	+$17.2K	﹤0.01%	1656
2014 Q4	$268K	Sell	7,671 -139	-2%	-$4.84K	﹤0.01%	1646
2014 Q3	$246K	Sell	7,810 -335	-4%	-$11.1K	﹤0.01%	1691
2014 Q2	$267K	Buy	+8,145	New	+$256K	﹤0.01%	1636

Other funds holding WRI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services's WRI Position: Q1 2020 in Review

Commonwealth Equity Services sold out of Weingarten Realty Investors (WRI) in Q1 2020, closing a stake of 8,484 shares — an estimated $265K sold.

Commonwealth Equity Services first reported a position in WRI in Q2 2014 and held it in 21 quarters. The position peaked at $323K in Q2 2015. 289 funds tracked by Wall St. Rank hold WRI as of Q1 2020.

Commonwealth Equity Services reported no remaining Weingarten Realty Investors position as of Q1 2020 after selling out during the quarter.
Commonwealth Equity Services sold 8,484 Weingarten Realty Investors shares in Q1 2020, an estimated $265K.
Commonwealth Equity Services first reported a position in Weingarten Realty Investors in Q2 2014 and held it in 21 quarters.
Commonwealth Equity Services's Weingarten Realty Investors position peaked at $323K in Q2 2015.
289 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2020.

Based on Commonwealth Equity Services's 13F filing for Q1 2020, filed 11 May 2020.