Torch Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Torch Wealth Management’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
2014 Q3	–	Sell	-150	Closed	-$5K	–	244
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	249
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	282
2013 Q4	$4K	Buy	+150	New	+$4.43K	﹤0.01%	250

Other funds holding WRI

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

USSCPF

United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return

Torch Wealth Management's WRI Position: Q3 2014 in Review

Torch Wealth Management sold out of Weingarten Realty Investors (WRI) in Q3 2014, closing a stake of 150 shares — an estimated $5K sold.

Torch Wealth Management first reported a position in WRI in Q4 2013 and held it in 3 quarters. The position peaked at $5K in Q2 2014. 262 funds tracked by Wall St. Rank hold WRI as of Q3 2014.

Torch Wealth Management reported no remaining Weingarten Realty Investors position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 150 Weingarten Realty Investors shares in Q3 2014, an estimated $5K.
Torch Wealth Management first reported a position in Weingarten Realty Investors in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Weingarten Realty Investors position peaked at $5K in Q2 2014.
262 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.