TSWM
WRI

Triangle Securities Wealth Management’s Weingarten Realty Investors WRI Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-150
Closed -$5K – 412
2013
Q2 		$5K Buy
+150
New +$4.9K ﹤0.01% 478

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
USSCPF
United States Steel & Carnegie Pension Fund New York $2.19B AUM 18.15% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triangle Securities Wealth Management's WRI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Weingarten Realty Investors (WRI) in Q3 2013, closing a stake of 150 shares — an estimated $5K sold.

Triangle Securities Wealth Management first reported a position in WRI in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 252 funds tracked by Wall St. Rank hold WRI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Weingarten Realty Investors position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 150 Weingarten Realty Investors shares in Q3 2013, an estimated $5K.
  • Triangle Securities Wealth Management first reported a position in Weingarten Realty Investors in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Weingarten Realty Investors position peaked at $5K in Q2 2013.
  • 252 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.