SPCP
WHLRP

Snow Park Capital Partners’s Wheeler Real Estate Investment Trust Preferred Stock WHLRP Stock Holding History

Snow Park Capital Partners’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
2018
Q2 		– Sell
-35,980
Closed -$511K – 75
2018
Q1 		$511K Buy
35,980
+16,048
+81% +$259K 0.17% 56
2017
Q4 		$436K Buy
+19,932
New +$421K 0.18% 41

Other funds holding WHLRP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Snow Park Capital Partners's WHLRP Position: Q2 2018 in Review

Snow Park Capital Partners sold out of Wheeler Real Estate Investment Trust Preferred Stock (WHLRP) in Q2 2018, closing a stake of 35,980 shares — an estimated $511K sold.

Snow Park Capital Partners first reported a position in WHLRP in Q4 2017 and held it in 2 quarters. The position peaked at $511K in Q1 2018. 11 funds tracked by Wall St. Rank hold WHLRP as of Q2 2018.

  • Snow Park Capital Partners reported no remaining Wheeler Real Estate Investment Trust Preferred Stock position as of Q2 2018 after selling out during the quarter.
  • Snow Park Capital Partners sold 35,980 Wheeler Real Estate Investment Trust Preferred Stock shares in Q2 2018, an estimated $511K.
  • Snow Park Capital Partners first reported a position in Wheeler Real Estate Investment Trust Preferred Stock in Q4 2017 and held it in 2 quarters.
  • Snow Park Capital Partners's Wheeler Real Estate Investment Trust Preferred Stock position peaked at $511K in Q1 2018.
  • 11 funds tracked by Wall St. Rank held Wheeler Real Estate Investment Trust Preferred Stock as of Q2 2018.

Based on Snow Park Capital Partners's 13F filing for Q2 2018, filed 14 Aug 2018.