OWP
WSR

Obermeyer Wealth Partners’s Whitestone REIT WSR Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-7,827
Closed -$123K – 286
2013
Q2 		$123K Buy
+7,827
New +$128K 0.03% 71

Other funds holding WSR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obermeyer Wealth Partners's WSR Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Whitestone REIT (WSR) in Q3 2013, closing a stake of 7,827 shares — an estimated $123K sold.

Obermeyer Wealth Partners first reported a position in WSR in Q2 2013 and held it in 1 quarter. The position peaked at $123K in Q2 2013. 78 funds tracked by Wall St. Rank hold WSR as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Whitestone REIT position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 7,827 Whitestone REIT shares in Q3 2013, an estimated $123K.
  • Obermeyer Wealth Partners first reported a position in Whitestone REIT in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Whitestone REIT position peaked at $123K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.