TWMP
WSR

Taylor Wealth Management Partners’s Whitestone REIT WSR Stock Holding History

Taylor Wealth Management Partners’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
-900
Closed -$12K – 164
2017
Q3 		$12K Hold
900
– – 0.01% 130
2017
Q2 		$11K Hold
900
– – 0.01% 131
2017
Q1 		$12K Hold
900
– – 0.01% 131
2016
Q4 		$13K Hold
900
– – 0.01% 130
2016
Q3 		$12K Hold
900
– – 0.01% 124
2016
Q2 		$14K Hold
900
– – 0.01% 111
2016
Q1 		$11K Sell
900
-170,419
-99% -$1.91M 0.01% 114
2015
Q4 		$2.06M Sell
171,319
-58,333
-25% -$702K 0.89% 32
2015
Q3 		$2.65M Sell
229,652
-179,750
-44% -$2.21M 1.28% 26
2015
Q2 		$5.33M Sell
409,402
-30
-0% -$437 1.7% 30
2015
Q1 		$6.5M Buy
+409,432
New +$6.43M 2.04% 26

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