QCIG
WHLRP

Quad-Cities Investment Group’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Quad-Cities Investment 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
2019
Q1 		– Sell
-500
Closed -$5K – 884
2018
Q4 		$5K Buy
500
+200
+67% +$3.23K 0.01% 685
2018
Q3 		$6K Buy
300
+200
+200% +$3.67K 0.01% 683
2018
Q2 		$2K Buy
+100
New +$1.56K ﹤0.01% 803

Other funds holding WHLRP

SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PC
PA Capital Richmond, Virginia $142M AUM 46.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Quad-Cities Investment Group's WHLRP Position: Q1 2019 in Review

Quad-Cities Investment Group sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q1 2019, closing a stake of 500 shares — an estimated $5K sold.

Quad-Cities Investment Group first reported a position in WHLRP in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 17 funds tracked by Wall St. Rank hold WHLRP as of Q1 2019.

  • Quad-Cities Investment Group reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q1 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 500 Wheeler Real Estate Investment Trust Preferred Stock shares in Q1 2019, an estimated $5K.
  • Quad-Cities Investment Group first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q2 2018 and held it in 3 quarters.
  • Quad-Cities Investment Group's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $6K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q1 2019.

Based on Quad-Cities Investment Group's 13F filing for Q1 2019, filed 9 Apr 2019.