MTB
WSR

Mizuho Trust & Banking’s Whitestone REIT WSR Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-6,703
Closed -$93K – 666
2016
Q3 		$93K Buy
6,703
+1,324
+25% +$19.8K ﹤0.01% 818
2016
Q2 		$81K Buy
5,379
+284
+6% +$3.88K ﹤0.01% 827
2016
Q1 		$64K Sell
5,095
-116
-2% -$1.3K ﹤0.01% 825
2015
Q4 		$63K Hold
5,211
– – ﹤0.01% 765
2015
Q3 		$60K Sell
5,211
-139
-3% -$1.71K ﹤0.01% 814
2015
Q2 		$70K Hold
5,350
– – ﹤0.01% 832
2015
Q1 		$85K Buy
+5,350
New +$84K ﹤0.01% 846

Other funds holding WSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mizuho Trust & Banking's WSR Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Whitestone REIT (WSR) in Q4 2016, closing a stake of 6,703 shares — an estimated $93K sold.

Mizuho Trust & Banking first reported a position in WSR in Q1 2015 and held it in 7 quarters. The position peaked at $93K in Q3 2016. 109 funds tracked by Wall St. Rank hold WSR as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Whitestone REIT position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 6,703 Whitestone REIT shares in Q4 2016, an estimated $93K.
  • Mizuho Trust & Banking first reported a position in Whitestone REIT in Q1 2015 and held it in 7 quarters.
  • Mizuho Trust & Banking's Whitestone REIT position peaked at $93K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.