IA
WHLRP

IFP Advisors’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-500
Closed -$11K – 4119
2017
Q3 		$11K Hold
500
– – ﹤0.01% 2975
2017
Q2 		$11K Hold
500
– – ﹤0.01% 2971
2017
Q1 		$12K Hold
500
– – ﹤0.01% 2830
2016
Q4 		$11K Hold
500
– – ﹤0.01% 2859
2016
Q3 		$11K Buy
+500
New +$10.7K ﹤0.01% 2783

Other funds holding WHLRP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPCP
Snow Park Capital Partners New York $3.17M AUM 3.35% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors's WHLRP Position: Q4 2017 in Review

IFP Advisors sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2017, closing a stake of 500 shares — an estimated $11K sold.

IFP Advisors first reported a position in WHLRP in Q3 2016 and held it in 5 quarters. The position peaked at $12K in Q1 2017. 10 funds tracked by Wall St. Rank hold WHLRP as of Q4 2017.

  • IFP Advisors reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 500 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2017, an estimated $11K.
  • IFP Advisors first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2016 and held it in 5 quarters.
  • IFP Advisors's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $12K in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.