Whittier Trust’s Whitestone REIT WSR Stock Holding History

Whittier Trust’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
2019 Q2	–	Sell	-46	Closed	-$1K	–	1462
2019 Q1	$1K	Buy	+46	New	+$608	﹤0.01%	1359
2015 Q3	–	Sell	-1,500	Closed	-$20K	–	1230
2015 Q2	$20K	Buy	+1,500	New	+$21.8K	﹤0.01%	900

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Whittier Trust's WSR Position: Q2 2019 in Review

Whittier Trust sold out of Whitestone REIT (WSR) in Q2 2019, closing a stake of 46 shares — an estimated $1K sold.

Whittier Trust first reported a position in WSR in Q2 2015 and held it in 2 quarters. The position peaked at $20K in Q2 2015. 120 funds tracked by Wall St. Rank hold WSR as of Q2 2019.

Whittier Trust reported no remaining Whitestone REIT position as of Q2 2019 after selling out during the quarter.
Whittier Trust sold 46 Whitestone REIT shares in Q2 2019, an estimated $1K.
Whittier Trust first reported a position in Whitestone REIT in Q2 2015 and held it in 2 quarters.
Whittier Trust's Whitestone REIT position peaked at $20K in Q2 2015.
120 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2019.

Based on Whittier Trust's 13F filing for Q2 2019, filed 23 Jul 2019.