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

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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

Plante Moran Financial Advisors's WSR Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Whitestone REIT (WSR) in Q4 2018, closing a stake of 2,000 shares — an estimated $28K sold.

Plante Moran Financial Advisors first reported a position in WSR in Q1 2016 and held it in 9 quarters. The position peaked at $29K in Q4 2017. 133 funds tracked by Wall St. Rank hold WSR as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Whitestone REIT position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,000 Whitestone REIT shares in Q4 2018, an estimated $28K.
  • Plante Moran Financial Advisors first reported a position in Whitestone REIT in Q1 2016 and held it in 9 quarters.
  • Plante Moran Financial Advisors's Whitestone REIT position peaked at $29K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.