GSWM
WHLRP

Golden State Wealth Management’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Golden State Wealth Management’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,630
Closed -$150K – 964
2019
Q3 		$150K Sell
12,630
-16,069
-56% -$216K 0.05% 243
2019
Q2 		$398K Hold
28,699
– – 0.13% 140
2019
Q1 		$373K Buy
+28,699
New +$302K 0.12% 144

Other funds holding WHLRP

SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PC
PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Golden State Wealth Management's WHLRP Position: Q4 2019 in Review

Golden State Wealth Management sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2019, closing a stake of 12,630 shares — an estimated $150K sold.

Golden State Wealth Management first reported a position in WHLRP in Q1 2019 and held it in 3 quarters. The position peaked at $398K in Q2 2019. 16 funds tracked by Wall St. Rank hold WHLRP as of Q4 2019.

  • Golden State Wealth Management reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 12,630 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2019, an estimated $150K.
  • Golden State Wealth Management first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $398K in Q2 2019.
  • 16 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.