NFA
WSR

Nationwide Fund Advisors’s Whitestone REIT WSR Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-20,847
Closed -$272K – 2129
2017
Q3 		$272K Sell
20,847
-1,981
-9% -$25.3K ﹤0.01% 2486
2017
Q2 		$280K Buy
22,828
+7,618
+50% +$95.2K ﹤0.01% 2480
2017
Q1 		$211K Sell
15,210
-1,798
-11% -$24.8K ﹤0.01% 2560
2016
Q4 		$245K Hold
17,008
– – ﹤0.01% 2515
2016
Q3 		$236K Hold
17,008
– – ﹤0.01% 2552
2016
Q2 		$256K Hold
17,008
– – ﹤0.01% 2498
2016
Q1 		$214K Sell
17,008
-38
-0.2% -$426 ﹤0.01% 2514
2015
Q4 		$205K Buy
17,046
+910
+6% +$11K ﹤0.01% 2544
2015
Q3 		$186K Buy
16,136
+933
+6% +$11.5K ﹤0.01% 2597
2015
Q2 		$198K Sell
15,203
-1,162
-7% -$16.9K ﹤0.01% 2716
2015
Q1 		$260K Sell
16,365
-1,353
-8% -$21.3K ﹤0.01% 2565
2014
Q4 		$268K Buy
17,718
+156
+0.9% +$2.3K ﹤0.01% 2498
2014
Q3 		$245K Buy
17,562
+232
+1% +$3.46K ﹤0.01% 2594
2014
Q2 		$258K Buy
17,330
+658
+4% +$9.37K ﹤0.01% 2621
2014
Q1 		$241K Buy
16,672
+277
+2% +$3.88K ﹤0.01% 2405
2013
Q4 		$219K Buy
16,395
+2,462
+18% +$33.2K ﹤0.01% 2646
2013
Q3 		$205K Buy
13,933
+2,539
+22% +$39.2K ﹤0.01% 2644
2013
Q2 		$180K Buy
+11,394
New +$186K ﹤0.01% 2536

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nationwide Fund Advisors's WSR Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Whitestone REIT (WSR) in Q4 2017, closing a stake of 20,847 shares — an estimated $272K sold.

Nationwide Fund Advisors first reported a position in WSR in Q2 2013 and held it in 18 quarters. The position peaked at $280K in Q2 2017. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Whitestone REIT position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 20,847 Whitestone REIT shares in Q4 2017, an estimated $272K.
  • Nationwide Fund Advisors first reported a position in Whitestone REIT in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Whitestone REIT position peaked at $280K in Q2 2017.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.