OFS
WRI

Orrstown Financial Services’s Weingarten Realty Investors WRI Stock Holding History

Orrstown Financial Services’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
2014
Q1 		– Sell
-100
Closed -$3K – 200
2013
Q4 		$3K Hold
100
– – ﹤0.01% 187
2013
Q3 		$3K Buy
+100
New +$3.04K ﹤0.01% 189

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USSCPF
United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orrstown Financial Services's WRI Position: Q1 2014 in Review

Orrstown Financial Services sold out of Weingarten Realty Investors (WRI) in Q1 2014, closing a stake of 100 shares — an estimated $3K sold.

Orrstown Financial Services first reported a position in WRI in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 254 funds tracked by Wall St. Rank hold WRI as of Q1 2014.

  • Orrstown Financial Services reported no remaining Weingarten Realty Investors position as of Q1 2014 after selling out during the quarter.
  • Orrstown Financial Services sold 100 Weingarten Realty Investors shares in Q1 2014, an estimated $3K.
  • Orrstown Financial Services first reported a position in Weingarten Realty Investors in Q3 2013 and held it in 2 quarters.
  • Orrstown Financial Services's Weingarten Realty Investors position peaked at $3K in Q4 2013.
  • 254 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2014.

Based on Orrstown Financial Services's 13F filing for Q1 2014, filed 11 Apr 2014.