Girard Securities’s Whitestone REIT WSR Stock Holding History

Girard 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
2017 Q4	–	Sell	-84,400	Closed	-$1.1M	–	120
2017 Q3	$1.1M	Sell	84,400 -59,511	-41%	-$761K	0.97%	25
2017 Q2	$1.77M	Buy	+143,911	New	+$1.8M	1.32%	16

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Resource America New York $40M AUM 20.54% 1-Year Est. Return

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

Girard Securities's WSR Position: Q4 2017 in Review

Girard Securities sold out of Whitestone REIT (WSR) in Q4 2017, closing a stake of 84,400 shares — an estimated $1.1M sold.

Girard Securities first reported a position in WSR in Q2 2017 and held it in 2 quarters. The position peaked at $1.77M in Q2 2017. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2017.

Girard Securities reported no remaining Whitestone REIT position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 84,400 Whitestone REIT shares in Q4 2017, an estimated $1.1M.
Girard Securities first reported a position in Whitestone REIT in Q2 2017 and held it in 2 quarters.
Girard Securities's Whitestone REIT position peaked at $1.77M in Q2 2017.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.