FFS
WSR

Founders Financial Securities’s Whitestone REIT WSR Stock Holding History

Founders Financial Securities’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
2015
Q3 		– Sell
-11,736
Closed -$153K – 83
2015
Q2 		$153K Buy
+11,736
New +$171K 0.08% 54

Other funds holding WSR

Vanguard Group
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
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Founders Financial Securities's WSR Position: Q3 2015 in Review

Founders Financial Securities sold out of Whitestone REIT (WSR) in Q3 2015, closing a stake of 11,736 shares — an estimated $153K sold.

Founders Financial Securities first reported a position in WSR in Q2 2015 and held it in 1 quarter. The position peaked at $153K in Q2 2015. 93 funds tracked by Wall St. Rank hold WSR as of Q3 2015.

  • Founders Financial Securities reported no remaining Whitestone REIT position as of Q3 2015 after selling out during the quarter.
  • Founders Financial Securities sold 11,736 Whitestone REIT shares in Q3 2015, an estimated $153K.
  • Founders Financial Securities first reported a position in Whitestone REIT in Q2 2015 and held it in 1 quarter.
  • Founders Financial Securities's Whitestone REIT position peaked at $153K in Q2 2015.
  • 93 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2015.

Based on Founders Financial Securities's 13F filing for Q3 2015, filed 9 Oct 2015.