Proficio Capital Partners’s Weingarten Realty Investors WRI Stock Holding History

Proficio Capital Partners’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
2018 Q1	–	Sell	-269	Closed	-$9K	–	1360
2017 Q4	$9K	Buy	269 +235	+691%	+$7.61K	﹤0.01%	861
2017 Q3	$1K	Buy	+34	New	+$1.09K	﹤0.01%	1246
2017 Q2	–	Sell	-124	Closed	-$4K	–	1354
2017 Q1	$4K	Buy	124 +69	+125%	+$2.41K	﹤0.01%	1048
2016 Q4	$2K	Hold	55	–	–	﹤0.01%	961
2016 Q3	$2K	Hold	55	–	–	﹤0.01%	906
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	854
2016 Q1	$2K	Buy	+55	New	+$1.94K	﹤0.01%	806

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Proficio Capital Partners's WRI Position: Q1 2018 in Review

Proficio Capital Partners sold out of Weingarten Realty Investors (WRI) in Q1 2018, closing a stake of 269 shares — an estimated $9K sold.

Proficio Capital Partners first reported a position in WRI in Q1 2016 and held it in 7 quarters. The position peaked at $9K in Q4 2017. 280 funds tracked by Wall St. Rank hold WRI as of Q1 2018.

Proficio Capital Partners reported no remaining Weingarten Realty Investors position as of Q1 2018 after selling out during the quarter.
Proficio Capital Partners sold 269 Weingarten Realty Investors shares in Q1 2018, an estimated $9K.
Proficio Capital Partners first reported a position in Weingarten Realty Investors in Q1 2016 and held it in 7 quarters.
Proficio Capital Partners's Weingarten Realty Investors position peaked at $9K in Q4 2017.
280 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2018.

Based on Proficio Capital Partners's 13F filing for Q1 2018, filed 14 May 2018.