PAMG
WHLRP

Patton Albertson Miller Group’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Patton Albertson Miller Group’s Portfolio WHLRP Stock Details WHLRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$17K – 266
2018
Q3 		$17K Buy
+1,000
New +$18.3K 0.01% 221

Other funds holding WHLRP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patton Albertson Miller Group's WHLRP Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q4 2018, closing a stake of 1,000 shares — an estimated $17K sold.

Patton Albertson Miller Group first reported a position in WHLRP in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 16 funds tracked by Wall St. Rank hold WHLRP as of Q4 2018.

  • Patton Albertson Miller Group reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q4 2018 after selling out during the quarter.
  • Patton Albertson Miller Group sold 1,000 Wheeler Real Estate Investment Trust Preferred Stock shares in Q4 2018, an estimated $17K.
  • Patton Albertson Miller Group first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q3 2018 and held it in 1 quarter.
  • Patton Albertson Miller Group's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $17K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.