MGO One Seven’s Whitestone REIT WSR Stock Holding History

MGO One Seven’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	-1,500	Closed	-$18K	–	1645
2018 Q4	$18K	Buy	+1,500	New	+$20.3K	0.01%	964
2018 Q1	$174K	Hold	16,700	–	–	0.08%	304
2017 Q4	$241K	Buy	+16,700	New	+$236K	0.11%	218

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

MGO One Seven's WSR Position: Q1 2019 in Review

MGO One Seven sold out of Whitestone REIT (WSR) in Q1 2019, closing a stake of 1,500 shares — an estimated $18K sold.

MGO One Seven first reported a position in WSR in Q4 2017 and held it in 3 quarters. The position peaked at $241K in Q4 2017. 130 funds tracked by Wall St. Rank hold WSR as of Q1 2019.

MGO One Seven reported no remaining Whitestone REIT position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 1,500 Whitestone REIT shares in Q1 2019, an estimated $18K.
MGO One Seven first reported a position in Whitestone REIT in Q4 2017 and held it in 3 quarters.
MGO One Seven's Whitestone REIT position peaked at $241K in Q4 2017.
130 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.