MV Capital Management’s Whitestone REIT WSR Stock Holding History

MV Capital Management’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
2018 Q3	–	Sell	-727	Closed	-$9K	–	375
2018 Q2	$9K	Hold	727	–	–	﹤0.01%	258
2018 Q1	$8K	Hold	727	–	–	﹤0.01%	264
2017 Q4	$10K	Hold	727	–	–	﹤0.01%	256
2017 Q3	$9K	Hold	727	–	–	﹤0.01%	262
2017 Q2	$9K	Hold	727	–	–	﹤0.01%	259
2017 Q1	$10K	Hold	727	–	–	﹤0.01%	245
2016 Q4	$10K	Hold	727	–	–	﹤0.01%	235
2016 Q3	$10K	Buy	+727	New	+$10.9K	﹤0.01%	229

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MV Capital Management's WSR Position: Q3 2018 in Review

MV Capital Management sold out of Whitestone REIT (WSR) in Q3 2018, closing a stake of 727 shares — an estimated $9K sold.

MV Capital Management first reported a position in WSR in Q3 2016 and held it in 8 quarters. The position peaked at $10K in Q4 2017. 115 funds tracked by Wall St. Rank hold WSR as of Q3 2018.

MV Capital Management reported no remaining Whitestone REIT position as of Q3 2018 after selling out during the quarter.
MV Capital Management sold 727 Whitestone REIT shares in Q3 2018, an estimated $9K.
MV Capital Management first reported a position in Whitestone REIT in Q3 2016 and held it in 8 quarters.
MV Capital Management's Whitestone REIT position peaked at $10K in Q4 2017.
115 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2018.

Based on MV Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.