First Western Capital Management’s Whitestone REIT WSR Stock Holding History

First Western Capital Management’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
2014 Q2	–	Sell	-47,056	Closed	-$679K	–	135
2014 Q1	$679K	Sell	47,056 -9,958	-17%	-$139K	0.24%	111
2013 Q4	$762K	Buy	+57,014	New	+$770K	0.26%	118

Other funds holding WSR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Western Capital Management's WSR Position: Q2 2014 in Review

First Western Capital Management sold out of Whitestone REIT (WSR) in Q2 2014, closing a stake of 47,056 shares — an estimated $679K sold.

First Western Capital Management first reported a position in WSR in Q4 2013 and held it in 2 quarters. The position peaked at $762K in Q4 2013. 92 funds tracked by Wall St. Rank hold WSR as of Q2 2014.

First Western Capital Management reported no remaining Whitestone REIT position as of Q2 2014 after selling out during the quarter.
First Western Capital Management sold 47,056 Whitestone REIT shares in Q2 2014, an estimated $679K.
First Western Capital Management first reported a position in Whitestone REIT in Q4 2013 and held it in 2 quarters.
First Western Capital Management's Whitestone REIT position peaked at $762K in Q4 2013.
92 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2014.

Based on First Western Capital Management's 13F filing for Q2 2014, filed 23 Jul 2014.