SPIA
WSR

Steward Partners Investment Advisory’s Whitestone REIT WSR Stock Holding History

Steward Partners Investment Advisory’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
2018
Q3 		– Sell
-41
Closed -$1K – 2723
2018
Q2 		$1K Buy
+41
New +$473 ﹤0.01% 2402

Other funds holding WSR

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Vanguard Group
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Partners Investment Advisory's WSR Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Whitestone REIT (WSR) in Q3 2018, closing a stake of 41 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in WSR in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 115 funds tracked by Wall St. Rank hold WSR as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining Whitestone REIT position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 41 Whitestone REIT shares in Q3 2018, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Whitestone REIT in Q2 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Whitestone REIT position peaked at $1K in Q2 2018.
  • 115 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.