RCA
WSR

Rowland Carmichael Advisors’s Whitestone REIT WSR Stock Holding History

Rowland Carmichael 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
2017
Q4 		– Sell
-18,080
Closed -$236K – 334
2017
Q3 		$236K Buy
18,080
+4,000
+28% +$51.2K 0.13% 204
2017
Q2 		$172K Buy
+14,080
New +$176K 0.1% 228

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
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rowland Carmichael Advisors's WSR Position: Q4 2017 in Review

Rowland Carmichael Advisors sold out of Whitestone REIT (WSR) in Q4 2017, closing a stake of 18,080 shares — an estimated $236K sold.

Rowland Carmichael Advisors first reported a position in WSR in Q2 2017 and held it in 2 quarters. The position peaked at $236K in Q3 2017. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2017.

  • Rowland Carmichael Advisors reported no remaining Whitestone REIT position as of Q4 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 18,080 Whitestone REIT shares in Q4 2017, an estimated $236K.
  • Rowland Carmichael Advisors first reported a position in Whitestone REIT in Q2 2017 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Whitestone REIT position peaked at $236K in Q3 2017.
  • 126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2017, filed 10 Feb 2020.