KIA
WHLRD

KCM Investment Advisors’s Wheeler Real Estate Investment Trust Series D Preferred Stock WHLRD Stock Holding History

KCM Investment Advisors’s Portfolio WHLRD Stock Details WHLRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,064
Closed -$370K – 538
2017
Q2 		$370K Buy
16,064
+292
+2% +$7.04K 0.02% 405
2017
Q1 		$410K Sell
15,772
-1,178
-7% -$29.5K 0.03% 389
2016
Q4 		$398K Buy
16,950
+650
+4% +$15.9K 0.03% 392
2016
Q3 		$416K Buy
+16,300
New +$411K 0.03% 397

Other funds holding WHLRD

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM Investment Advisors's WHLRD Position: Q3 2017 in Review

KCM Investment Advisors sold out of Wheeler Real Estate Investment Trust Series D Preferred Stock (WHLRD) in Q3 2017, closing a stake of 16,064 shares — an estimated $370K sold.

KCM Investment Advisors first reported a position in WHLRD in Q3 2016 and held it in 4 quarters. The position peaked at $416K in Q3 2016. 12 funds tracked by Wall St. Rank hold WHLRD as of Q3 2017.

  • KCM Investment Advisors reported no remaining Wheeler Real Estate Investment Trust Series D Preferred Stock position as of Q3 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 16,064 Wheeler Real Estate Investment Trust Series D Preferred Stock shares in Q3 2017, an estimated $370K.
  • KCM Investment Advisors first reported a position in Wheeler Real Estate Investment Trust Series D Preferred Stock in Q3 2016 and held it in 4 quarters.
  • KCM Investment Advisors's Wheeler Real Estate Investment Trust Series D Preferred Stock position peaked at $416K in Q3 2016.
  • 12 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Series D Preferred Stock as of Q3 2017.

Based on KCM Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.