Proficio Capital Partners’s Whitestone REIT WSR Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-308	Closed	-$4K	–	1559
2019 Q2	$4K	Buy	+308	New	+$3.86K	﹤0.01%	1327

Other funds holding WSR

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Proficio Capital Partners's WSR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Whitestone REIT (WSR) in Q3 2019, closing a stake of 308 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in WSR in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 121 funds tracked by Wall St. Rank hold WSR as of Q3 2019.

Proficio Capital Partners reported no remaining Whitestone REIT position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 308 Whitestone REIT shares in Q3 2019, an estimated $4K.
Proficio Capital Partners first reported a position in Whitestone REIT in Q2 2019 and held it in 1 quarter.
Proficio Capital Partners's Whitestone REIT position peaked at $4K in Q2 2019.
121 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.