FA
WRI

FDx Advisors’s Weingarten Realty Investors WRI Stock Holding History

FDx Advisors’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
2014
Q3 		– Sell
-7,685
Closed -$252K – 1014
2014
Q2 		$252K Buy
+7,685
New +$242K 0.02% 856

Other funds holding WRI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
USSCPF
United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return

FDx Advisors's WRI Position: Q3 2014 in Review

FDx Advisors sold out of Weingarten Realty Investors (WRI) in Q3 2014, closing a stake of 7,685 shares — an estimated $252K sold.

FDx Advisors first reported a position in WRI in Q2 2014 and held it in 1 quarter. The position peaked at $252K in Q2 2014. 262 funds tracked by Wall St. Rank hold WRI as of Q3 2014.

  • FDx Advisors reported no remaining Weingarten Realty Investors position as of Q3 2014 after selling out during the quarter.
  • FDx Advisors sold 7,685 Weingarten Realty Investors shares in Q3 2014, an estimated $252K.
  • FDx Advisors first reported a position in Weingarten Realty Investors in Q2 2014 and held it in 1 quarter.
  • FDx Advisors's Weingarten Realty Investors position peaked at $252K in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2014.

Based on FDx Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.