Whitegate Investment Counselors’s Franklin Street Properties FSP Stock Holding History

Whitegate Investment Counselors’s Portfolio FSP Stock Details FSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,335	Closed	-$115K	–	195
2018 Q3	$115K	Buy	14,335 +51	+0.4%	+$430	0.02%	164
2018 Q2	$122K	Sell	14,284 -9,445	-40%	-$74.8K	0.02%	186
2018 Q1	$200K	Sell	23,729 -13,907	-37%	-$129K	0.04%	182
2017 Q4	$404K	Buy	37,636 +81	+0.2%	+$852	0.08%	140
2017 Q3	$399K	Buy	37,555 +85	+0.2%	+$876	0.09%	138
2017 Q2	$415K	Buy	37,470 +76	+0.2%	+$880	0.09%	135
2017 Q1	$454K	Buy	37,394 +67	+0.2%	+$830	0.11%	126
2016 Q4	$484K	Sell	37,327 -4,929	-12%	-$59.5K	0.13%	113
2016 Q3	$532K	Sell	42,256 -4,936	-10%	-$62.1K	0.14%	109
2016 Q2	$579K	Buy	+47,192	New	+$531K	0.16%	103
2014 Q1	$500K	Buy	+47,122	New	+$573K	0.14%	110

Other funds holding FSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whitegate Investment Counselors's FSP Position: Q4 2018 in Review

Whitegate Investment Counselors sold out of Franklin Street Properties (FSP) in Q4 2018, closing a stake of 14,335 shares — an estimated $115K sold.

Whitegate Investment Counselors first reported a position in FSP in Q1 2014 and held it in 11 quarters. The position peaked at $579K in Q2 2016. 203 funds tracked by Wall St. Rank hold FSP as of Q4 2018.

Whitegate Investment Counselors reported no remaining Franklin Street Properties position as of Q4 2018 after selling out during the quarter.
Whitegate Investment Counselors sold 14,335 Franklin Street Properties shares in Q4 2018, an estimated $115K.
Whitegate Investment Counselors first reported a position in Franklin Street Properties in Q1 2014 and held it in 11 quarters.
Whitegate Investment Counselors's Franklin Street Properties position peaked at $579K in Q2 2016.
203 funds tracked by Wall St. Rank held Franklin Street Properties as of Q4 2018.

Based on Whitegate Investment Counselors's 13F filing for Q4 2018, filed 29 Jan 2019.