Old Mutual Customised Solutions’s Weingarten Realty Investors WRI Stock Holding History

Old Mutual Customised Solutions’s Portfolio WRI Stock Details WRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-4,400	Closed	-$157K	–	816
2016 Q4	$157K	Hold	4,400	–	–	0.03%	562
2016 Q3	$172K	Hold	4,400	–	–	0.05%	422
2016 Q2	$180K	Hold	4,400	–	–	0.05%	456
2016 Q1	$165K	Hold	4,400	–	–	0.04%	477
2015 Q4	$152K	Hold	4,400	–	–	0.04%	479
2015 Q3	$146K	Hold	4,400	–	–	0.04%	500
2015 Q2	$144K	Hold	4,400	–	–	0.03%	542
2015 Q1	$158K	Sell	4,400 -4,600	-51%	-$168K	0.04%	506
2014 Q4	$314K	Hold	9,000	–	–	0.09%	285
2014 Q3	$284K	Hold	9,000	–	–	0.08%	289
2014 Q2	$296K	Buy	9,000 +5,900	+190%	+$186K	0.07%	318
2014 Q1	$93K	Hold	3,100	–	–	0.02%	609
2013 Q4	$85K	Hold	3,100	–	–	0.02%	627
2013 Q3	$91K	Sell	3,100 -1,400	-31%	-$42.5K	0.03%	617
2013 Q2	$138K	Buy	+4,500	New	+$147K	0.04%	478

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Old Mutual Customised Solutions's WRI Position: Q1 2017 in Review

Old Mutual Customised Solutions sold out of Weingarten Realty Investors (WRI) in Q1 2017, closing a stake of 4,400 shares — an estimated $157K sold.

Old Mutual Customised Solutions first reported a position in WRI in Q2 2013 and held it in 15 quarters. The position peaked at $314K in Q4 2014. 291 funds tracked by Wall St. Rank hold WRI as of Q1 2017.

Old Mutual Customised Solutions reported no remaining Weingarten Realty Investors position as of Q1 2017 after selling out during the quarter.
Old Mutual Customised Solutions sold 4,400 Weingarten Realty Investors shares in Q1 2017, an estimated $157K.
Old Mutual Customised Solutions first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 15 quarters.
Old Mutual Customised Solutions's Weingarten Realty Investors position peaked at $314K in Q4 2014.
291 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2017.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2017, filed 16 May 2017.