MCM
WRI

Maryland Capital Management’s Weingarten Realty Investors WRI Stock Holding History

Maryland Capital Management’s Portfolio WRI Stock Details WRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,750
Closed -$240K – 199
2013
Q4 		$240K Sell
8,750
-7,880
-47% -$233K 0.04% 181
2013
Q3 		$488K Buy
16,630
+2,755
+20% +$83.7K 0.08% 139
2013
Q2 		$427K Buy
+13,875
New +$454K 0.07% 139

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USSCPF
United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maryland Capital Management's WRI Position: Q1 2014 in Review

Maryland Capital Management sold out of Weingarten Realty Investors (WRI) in Q1 2014, closing a stake of 8,750 shares — an estimated $240K sold.

Maryland Capital Management first reported a position in WRI in Q2 2013 and held it in 3 quarters. The position peaked at $488K in Q3 2013. 254 funds tracked by Wall St. Rank hold WRI as of Q1 2014.

  • Maryland Capital Management reported no remaining Weingarten Realty Investors position as of Q1 2014 after selling out during the quarter.
  • Maryland Capital Management sold 8,750 Weingarten Realty Investors shares in Q1 2014, an estimated $240K.
  • Maryland Capital Management first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 3 quarters.
  • Maryland Capital Management's Weingarten Realty Investors position peaked at $488K in Q3 2013.
  • 254 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2014.

Based on Maryland Capital Management's 13F filing for Q1 2014, filed 15 May 2014.