APP
WPG

Avantax Planning Partners’s Washington Prime Group Inc. WPG Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1
Closed – – 1455
2018
Q3 		$0 Buy
+1
New +$69 ﹤0.01% 1478
2018
Q2 		– Sell
-1
Closed – – 1850
2018
Q1 		$0 Buy
+1
New +$58 ﹤0.01% 1908

Other funds holding WPG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's WPG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Washington Prime Group Inc. (WPG) in Q4 2018, closing a stake of 1 share.

Avantax Planning Partners first reported a position in WPG in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 255 funds tracked by Wall St. Rank hold WPG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Washington Prime Group Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1 Washington Prime Group Inc. share in Q4 2018.
  • Avantax Planning Partners first reported a position in Washington Prime Group Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Washington Prime Group Inc. position peaked at $0 in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.