WEC
WSR

Winslow Evans & Crocker’s Whitestone REIT WSR Stock Holding History

Winslow Evans & Crocker’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
2015
Q3 		– Sell
-8,708
Closed -$113K – 1330
2015
Q2 		$113K Sell
8,708
-650
-7% -$9.46K 0.03% 403
2015
Q1 		$149K Hold
9,358
– – 0.04% 345
2014
Q4 		$141K Buy
9,358
+68
+0.7% +$1K 0.04% 347
2014
Q3 		$130K Hold
9,290
– – 0.04% 382
2014
Q2 		$139K Sell
9,290
-270
-3% -$3.84K 0.05% 314
2014
Q1 		$138K Sell
9,560
-220
-2% -$3.08K 0.05% 309
2013
Q4 		$131K Buy
+9,780
New +$132K 0.04% 331

Other funds holding WSR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Winslow Evans & Crocker's WSR Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of Whitestone REIT (WSR) in Q3 2015, closing a stake of 8,708 shares — an estimated $113K sold.

Winslow Evans & Crocker first reported a position in WSR in Q4 2013 and held it in 7 quarters. The position peaked at $149K in Q1 2015. 93 funds tracked by Wall St. Rank hold WSR as of Q3 2015.

  • Winslow Evans & Crocker reported no remaining Whitestone REIT position as of Q3 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 8,708 Whitestone REIT shares in Q3 2015, an estimated $113K.
  • Winslow Evans & Crocker first reported a position in Whitestone REIT in Q4 2013 and held it in 7 quarters.
  • Winslow Evans & Crocker's Whitestone REIT position peaked at $149K in Q1 2015.
  • 93 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.