SPC
WRI

Sigma Planning Corp’s Weingarten Realty Investors WRI Stock Holding History

Sigma Planning Corp’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
2016
Q4 		– Sell
-5,700
Closed -$222K – 814
2016
Q3 		$222K Buy
5,700
+298
+6% +$12.3K 0.03% 612
2016
Q2 		$221K Buy
+5,402
New +$205K 0.03% 583

Other funds holding WRI

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sigma Planning Corp's WRI Position: Q4 2016 in Review

Sigma Planning Corp sold out of Weingarten Realty Investors (WRI) in Q4 2016, closing a stake of 5,700 shares — an estimated $222K sold.

Sigma Planning Corp first reported a position in WRI in Q2 2016 and held it in 2 quarters. The position peaked at $222K in Q3 2016. 308 funds tracked by Wall St. Rank hold WRI as of Q4 2016.

  • Sigma Planning Corp reported no remaining Weingarten Realty Investors position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 5,700 Weingarten Realty Investors shares in Q4 2016, an estimated $222K.
  • Sigma Planning Corp first reported a position in Weingarten Realty Investors in Q2 2016 and held it in 2 quarters.
  • Sigma Planning Corp's Weingarten Realty Investors position peaked at $222K in Q3 2016.
  • 308 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.