EWM
WRI

Elite Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Elite Wealth Management’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
2013
Q4 		– Sell
-150
Closed -$4K – 929
2013
Q3 		$4K Buy
+150
New +$4.56K ﹤0.01% 363

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USSCPF
United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Elite Wealth Management's WRI Position: Q4 2013 in Review

Elite Wealth Management sold out of Weingarten Realty Investors (WRI) in Q4 2013, closing a stake of 150 shares — an estimated $4K sold.

Elite Wealth Management first reported a position in WRI in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 263 funds tracked by Wall St. Rank hold WRI as of Q4 2013.

  • Elite Wealth Management reported no remaining Weingarten Realty Investors position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 150 Weingarten Realty Investors shares in Q4 2013, an estimated $4K.
  • Elite Wealth Management first reported a position in Weingarten Realty Investors in Q3 2013 and held it in 1 quarter.
  • Elite Wealth Management's Weingarten Realty Investors position peaked at $4K in Q3 2013.
  • 263 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.