AIM
WPG

Advantage Investment Management’s Washington Prime Group Inc. WPG Stock Holding History

Advantage Investment Management’s Portfolio WPG Stock Details WPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,739
Closed -$127K – 1110
2018
Q2 		$127K Buy
1,739
+218
+14% +$14.1K 0.09% 187
2018
Q1 		$91K Buy
1,521
+85
+6% +$4.97K 0.03% 283
2017
Q4 		$92K Buy
1,436
+352
+32% +$23.9K 0.03% 291
2017
Q3 		$81K Buy
+1,084
New +$84.1K 0.03% 307
2015
Q2 		– Sell
-3
Closed – – 938
2015
Q1 		$0 Hold
3
– – ﹤0.01% 923
2014
Q4 		$0 Buy
+3
New +$464 ﹤0.01% 800

Other funds holding WPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advantage Investment Management's WPG Position: Q3 2018 in Review

Advantage Investment Management sold out of Washington Prime Group Inc. (WPG) in Q3 2018, closing a stake of 1,739 shares — an estimated $127K sold.

Advantage Investment Management first reported a position in WPG in Q4 2014 and held it in 6 quarters. The position peaked at $127K in Q2 2018. 255 funds tracked by Wall St. Rank hold WPG as of Q3 2018.

  • Advantage Investment Management reported no remaining Washington Prime Group Inc. position as of Q3 2018 after selling out during the quarter.
  • Advantage Investment Management sold 1,739 Washington Prime Group Inc. shares in Q3 2018, an estimated $127K.
  • Advantage Investment Management first reported a position in Washington Prime Group Inc. in Q4 2014 and held it in 6 quarters.
  • Advantage Investment Management's Washington Prime Group Inc. position peaked at $127K in Q2 2018.
  • 255 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.