AWM
WPG

AE Wealth Management’s Washington Prime Group Inc. WPG Stock Holding History

AE Wealth 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
2020
Q4 		– Sell
-1,463
Closed -$9K – 1471
2020
Q3 		$9K Buy
+1,463
New +$9.34K ﹤0.01% 1262
2020
Q2 		– Sell
-1,480
Closed -$11K – 1380
2020
Q1 		$11K Sell
1,480
-49,944
-97% -$1.17M ﹤0.01% 1093
2019
Q4 		$1.69M Buy
51,424
+6,968
+16% +$253K 0.04% 388
2019
Q3 		$1.66M Buy
44,456
+6,143
+16% +$202K 0.05% 310
2019
Q2 		$1.32M Buy
+38,313
New +$1.57M 0.04% 329

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's WPG Position: Q4 2020 in Review

AE Wealth Management sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 1,463 shares — an estimated $9K sold.

AE Wealth Management first reported a position in WPG in Q2 2019 and held it in 5 quarters. The position peaked at $1.69M in Q4 2019. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • AE Wealth Management reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 1,463 Washington Prime Group Inc. shares in Q4 2020, an estimated $9K.
  • AE Wealth Management first reported a position in Washington Prime Group Inc. in Q2 2019 and held it in 5 quarters.
  • AE Wealth Management's Washington Prime Group Inc. position peaked at $1.69M in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.