FMA
WRI

Fiduciary Management Associates’s Weingarten Realty Investors WRI Stock Holding History

Fiduciary Management Associates’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
Q1 		– Sell
-14,300
Closed -$392K – 140
2013
Q4 		$392K Sell
14,300
-8,770
-38% -$259K 0.03% 124
2013
Q3 		$677K Buy
23,070
+5,040
+28% +$153K 0.05% 91
2013
Q2 		$555K Buy
+18,030
New +$589K 0.04% 101

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

Fiduciary Management Associates's WRI Position: Q1 2014 in Review

Fiduciary Management Associates sold out of Weingarten Realty Investors (WRI) in Q1 2014, closing a stake of 14,300 shares — an estimated $392K sold.

Fiduciary Management Associates first reported a position in WRI in Q2 2013 and held it in 3 quarters. The position peaked at $677K in Q3 2013. 254 funds tracked by Wall St. Rank hold WRI as of Q1 2014.

  • Fiduciary Management Associates reported no remaining Weingarten Realty Investors position as of Q1 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 14,300 Weingarten Realty Investors shares in Q1 2014, an estimated $392K.
  • Fiduciary Management Associates first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 3 quarters.
  • Fiduciary Management Associates's Weingarten Realty Investors position peaked at $677K in Q3 2013.
  • 254 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2014.

Based on Fiduciary Management Associates's 13F filing for Q1 2014, filed 9 May 2014.