PMFA
WSR

Plante Moran Financial Advisors’s Whitestone REIT WSR Stock Holding History

Plante Moran Financial Advisors’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
2018
Q4 		– Sell
-2,000
Closed -$28K – 977
2018
Q3 		$28K Hold
2,000
– – 0.01% 396
2018
Q2 		$25K Hold
2,000
– – 0.01% 448
2018
Q1 		$21K Hold
2,000
– – 0.01% 502
2017
Q4 		$29K Hold
2,000
– – 0.02% 444
2017
Q3 		$26K Hold
2,000
– – 0.02% 431
2017
Q2 		$24K Hold
2,000
– – 0.02% 444
2017
Q1 		$28K Hold
2,000
– – 0.02% 424
2016
Q4 		$29K Buy
+2,000
New +$26.9K 0.02% 418
2016
Q2 		– Sell
-2,310
Closed -$29K – 948
2016
Q1 		$29K Buy
+2,310
New +$25.9K 0.02% 336

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Invesco
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State Street
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Renaissance Technologies
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AllianceBernstein
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return