CAW
WSR

Cornerstone Advisors (Washington)’s Whitestone REIT WSR Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q1 		– Sell
-79
Closed -$1K – 825
2019
Q4 		$1K Hold
79
– – ﹤0.01% 732
2019
Q3 		$1K Hold
79
– – ﹤0.01% 722
2019
Q2 		$1K Hold
79
– – ﹤0.01% 1421
2019
Q1 		$1K Hold
79
– – ﹤0.01% 1271
2018
Q4 		$1K Hold
79
– – ﹤0.01% 1121
2018
Q3 		$1K Hold
79
– – ﹤0.01% 1150
2018
Q2 		$1K Hold
79
– – ﹤0.01% 1127
2018
Q1 		$1K Buy
+79
New +$964 ﹤0.01% 1115

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WSR Position: Q1 2020 in Review

Cornerstone Advisors (Washington) sold out of Whitestone REIT (WSR) in Q1 2020, closing a stake of 79 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in WSR in Q1 2018 and held it in 8 quarters. The position peaked at $1K in Q4 2019. 121 funds tracked by Wall St. Rank hold WSR as of Q1 2020.

  • Cornerstone Advisors (Washington) reported no remaining Whitestone REIT position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 79 Whitestone REIT shares in Q1 2020, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in Whitestone REIT in Q1 2018 and held it in 8 quarters.
  • Cornerstone Advisors (Washington)'s Whitestone REIT position peaked at $1K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2020, filed 22 Apr 2020.