QT
WSR

Quantamental Technologies’s Whitestone REIT WSR Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-3,500
Closed -$48K – 1357
2019
Q3 		$48K Sell
3,500
-500
-13% -$6.42K 0.02% 979
2019
Q2 		$51K Sell
4,000
-800
-17% -$10K 0.02% 890
2019
Q1 		$58K Buy
4,800
+4,400
+1,100% +$58.2K 0.03% 812
2018
Q4 		$5K Buy
+400
New +$5.42K ﹤0.01% 1226

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Quantamental Technologies's WSR Position: Q4 2019 in Review

Quantamental Technologies sold out of Whitestone REIT (WSR) in Q4 2019, closing a stake of 3,500 shares — an estimated $48K sold.

Quantamental Technologies first reported a position in WSR in Q4 2018 and held it in 4 quarters. The position peaked at $58K in Q1 2019. 120 funds tracked by Wall St. Rank hold WSR as of Q4 2019.

  • Quantamental Technologies reported no remaining Whitestone REIT position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 3,500 Whitestone REIT shares in Q4 2019, an estimated $48K.
  • Quantamental Technologies first reported a position in Whitestone REIT in Q4 2018 and held it in 4 quarters.
  • Quantamental Technologies's Whitestone REIT position peaked at $58K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.