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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Wealth Management Partners's WSR Position: Q4 2017 in Review

Taylor Wealth Management Partners sold out of Whitestone REIT (WSR) in Q4 2017, closing a stake of 900 shares — an estimated $12K sold.

Taylor Wealth Management Partners first reported a position in WSR in Q1 2015 and held it in 11 quarters. The position peaked at $6.5M in Q1 2015. 126 funds tracked by Wall St. Rank hold WSR as of Q4 2017.

Taylor Wealth Management Partners reported no remaining Whitestone REIT position as of Q4 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 900 Whitestone REIT shares in Q4 2017, an estimated $12K.
Taylor Wealth Management Partners first reported a position in Whitestone REIT in Q1 2015 and held it in 11 quarters.
Taylor Wealth Management Partners's Whitestone REIT position peaked at $6.5M in Q1 2015.
126 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2017, filed 1 Feb 2018.