PFA
WRI

Paradigm Financial Advisors’s Weingarten Realty Investors WRI Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-450
Closed -$14K – 234
2014
Q1 		$14K Hold
450
– – 0.01% 189
2013
Q4 		$12K Buy
+450
New +$13.3K 0.01% 209

Other funds holding WRI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
USSCPF
United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Financial Advisors's WRI Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Weingarten Realty Investors (WRI) in Q2 2014, closing a stake of 450 shares — an estimated $14K sold.

Paradigm Financial Advisors first reported a position in WRI in Q4 2013 and held it in 2 quarters. The position peaked at $14K in Q1 2014. 255 funds tracked by Wall St. Rank hold WRI as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Weingarten Realty Investors position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 450 Weingarten Realty Investors shares in Q2 2014, an estimated $14K.
  • Paradigm Financial Advisors first reported a position in Weingarten Realty Investors in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Weingarten Realty Investors position peaked at $14K in Q1 2014.
  • 255 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.