GI
WSR

Gradient Investments’s Whitestone REIT WSR Stock Holding History

Gradient Investments’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
2019
Q3 		– Sell
-69
Closed -$1K – 1249
2019
Q2 		$1K Buy
+69
New +$865 ﹤0.01% 987
2015
Q2 		– Sell
-115
Closed -$2K – 726
2015
Q1 		$2K Buy
+115
New +$1.81K ﹤0.01% 559

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gradient Investments's WSR Position: Q3 2019 in Review

Gradient Investments sold out of Whitestone REIT (WSR) in Q3 2019, closing a stake of 69 shares — an estimated $1K sold.

Gradient Investments first reported a position in WSR in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 121 funds tracked by Wall St. Rank hold WSR as of Q3 2019.

  • Gradient Investments reported no remaining Whitestone REIT position as of Q3 2019 after selling out during the quarter.
  • Gradient Investments sold 69 Whitestone REIT shares in Q3 2019, an estimated $1K.
  • Gradient Investments first reported a position in Whitestone REIT in Q1 2015 and held it in 2 quarters.
  • Gradient Investments's Whitestone REIT position peaked at $2K in Q1 2015.
  • 121 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.