JOYN Advisors’s Whitestone REIT WSR Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-651	Closed	-$8K	–	1427
2018 Q4	$8K	Sell	651 -26	-4%	-$353	﹤0.01%	1083
2018 Q3	$9K	Buy	677 +43	+7%	+$567	﹤0.01%	1001
2018 Q2	$8K	Buy	+634	New	+$7.31K	﹤0.01%	1003

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JOYN Advisors's WSR Position: Q1 2019 in Review

JOYN Advisors sold out of Whitestone REIT (WSR) in Q1 2019, closing a stake of 651 shares — an estimated $8K sold.

JOYN Advisors first reported a position in WSR in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 130 funds tracked by Wall St. Rank hold WSR as of Q1 2019.

JOYN Advisors reported no remaining Whitestone REIT position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 651 Whitestone REIT shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in Whitestone REIT in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Whitestone REIT position peaked at $9K in Q3 2018.
130 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.