AG
WPG

Aperio Group’s Washington Prime Group Inc. WPG Stock Holding History

Aperio Group’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
-1,849
Closed -$11K – 2479
2020
Q3 		$11K Buy
1,849
+661
+56% +$4.22K ﹤0.01% 2374
2020
Q2 		$9K Sell
1,188
-10,852
-90% -$79.7K ﹤0.01% 2333
2020
Q1 		$87K Sell
12,040
-539
-4% -$12.7K ﹤0.01% 2229
2019
Q4 		$412K Sell
12,579
-873
-6% -$31.7K ﹤0.01% 1912
2019
Q3 		$501K Buy
13,452
+3,695
+38% +$122K ﹤0.01% 1759
2019
Q2 		$335K Buy
9,757
+1,062
+12% +$43.6K ﹤0.01% 1976
2019
Q1 		$442K Buy
8,695
+1,948
+29% +$95.5K ﹤0.01% 1821
2018
Q4 		$295K Sell
6,747
-1,729
-20% -$96.8K ﹤0.01% 1956
2018
Q3 		$557K Buy
8,476
+544
+7% +$37.6K ﹤0.01% 1704
2018
Q2 		$579K Sell
7,932
-1,478
-16% -$95.5K ﹤0.01% 1681
2018
Q1 		$565K Buy
9,410
+3,268
+53% +$191K ﹤0.01% 1637
2017
Q4 		$394K Sell
6,142
-15,051
-71% -$1.02M ﹤0.01% 1822
2017
Q3 		$1.59M Buy
21,193
+7,950
+60% +$617K 0.01% 1032
2017
Q2 		$998K Buy
13,243
+822
+7% +$61.9K 0.01% 1240
2017
Q1 		$971K Sell
12,421
-3,283
-21% -$275K 0.01% 1185
2016
Q4 		$1.47M Sell
15,704
-1,359
-8% -$130K 0.01% 945
2016
Q3 		$1.9M Sell
17,063
-1,795
-10% -$206K 0.01% 852
2016
Q2 		$1.9M Buy
18,858
+2,567
+16% +$240K 0.01% 827
2016
Q1 		$1.39M Sell
16,291
-7,111
-30% -$578K 0.01% 913
2015
Q4 		$2.23M Buy
23,402
+2,633
+13% +$267K 0.02% 709
2015
Q3 		$2.18M Buy
20,769
+11,273
+119% +$1.31M 0.02% 701
2015
Q2 		$1.16M Buy
9,496
+2,871
+43% +$379K 0.01% 908
2015
Q1 		$992K Sell
6,625
-165
-2% -$25.6K 0.01% 944
2014
Q4 		$1.05M Buy
6,790
+2,025
+42% +$313K 0.01% 887
2014
Q3 		$750K Buy
4,765
+125
+3% +$21.2K 0.01% 962
2014
Q2 		$783K Buy
+4,640
New +$808K 0.01% 938

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

Aperio Group's WPG Position: Q4 2020 in Review

Aperio Group sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 1,849 shares — an estimated $11K sold.

Aperio Group first reported a position in WPG in Q2 2014 and held it in 26 quarters. The position peaked at $2.23M in Q4 2015. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Aperio Group reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Aperio Group sold 1,849 Washington Prime Group Inc. shares in Q4 2020, an estimated $11K.
  • Aperio Group first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 26 quarters.
  • Aperio Group's Washington Prime Group Inc. position peaked at $2.23M in Q4 2015.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.