First Allied Advisory Services’s Whitestone REIT WSR Stock Holding History

First Allied Advisory Services’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
2017 Q3	–	Sell	-13,867	Closed	-$168K	–	1199
2017 Q2	$168K	Buy	+13,867	New	+$173K	0.01%	1064
2016 Q2	–	Sell	-40,849	Closed	-$516K	–	1096
2016 Q1	$516K	Buy	40,849 +5,253	+15%	+$59K	0.03%	537
2015 Q4	$431K	Buy	35,596 +19,283	+118%	+$232K	0.02%	642
2015 Q3	$188K	Sell	16,313 -553	-3%	-$6.81K	0.01%	932
2015 Q2	$219K	Buy	16,866 +3,008	+22%	+$43.8K	0.01%	975
2015 Q1	$220K	Hold	13,858	–	–	0.01%	925
2014 Q4	$209K	Hold	13,858	–	–	0.02%	913
2014 Q3	$195K	Buy	13,858 +3,584	+35%	+$53.5K	0.02%	925
2014 Q2	$151K	Sell	10,274 -1,600	-13%	-$22.8K	0.01%	914
2014 Q1	$172K	Buy	11,874 +600	+5%	+$8.4K	0.01%	905
2013 Q4	$147K	Buy	+11,274	New	+$152K	0.01%	861

Other funds holding WSR

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Allied Advisory Services's WSR Position: Q3 2017 in Review

First Allied Advisory Services sold out of Whitestone REIT (WSR) in Q3 2017, closing a stake of 13,867 shares — an estimated $168K sold.

First Allied Advisory Services first reported a position in WSR in Q4 2013 and held it in 11 quarters. The position peaked at $516K in Q1 2016. 115 funds tracked by Wall St. Rank hold WSR as of Q3 2017.

First Allied Advisory Services reported no remaining Whitestone REIT position as of Q3 2017 after selling out during the quarter.
First Allied Advisory Services sold 13,867 Whitestone REIT shares in Q3 2017, an estimated $168K.
First Allied Advisory Services first reported a position in Whitestone REIT in Q4 2013 and held it in 11 quarters.
First Allied Advisory Services's Whitestone REIT position peaked at $516K in Q1 2016.
115 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2017.

Based on First Allied Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.