W
WRI

Wealthfront’s Weingarten Realty Investors WRI Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-597
Closed -$20K – 1180
2015
Q3 		$20K Buy
597
+322
+117% +$10.8K ﹤0.01% 760
2015
Q2 		$9K Buy
275
+17
+7% +$576 ﹤0.01% 888
2015
Q1 		$9K Buy
258
+256
+12,800% +$9.32K ﹤0.01% 663
2014
Q4 		$0 Buy
+2
New +$70 ﹤0.01% 1062

Other funds holding WRI

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's WRI Position: Q4 2015 in Review

Wealthfront sold out of Weingarten Realty Investors (WRI) in Q4 2015, closing a stake of 597 shares — an estimated $20K sold.

Wealthfront first reported a position in WRI in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 290 funds tracked by Wall St. Rank hold WRI as of Q4 2015.

  • Wealthfront reported no remaining Weingarten Realty Investors position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 597 Weingarten Realty Investors shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in Weingarten Realty Investors in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Weingarten Realty Investors position peaked at $20K in Q3 2015.
  • 290 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.