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

Avior 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
2018 Q3	–	Sell	-11	Closed	-$1K	–	803
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	762
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	778
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	782
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	491
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	442
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	481
2016 Q4	$1K	Hold	11	–	–	﹤0.01%	491
2016 Q3	$1K	Hold	11	–	–	﹤0.01%	452
2016 Q2	$1K	Hold	11	–	–	﹤0.01%	458
2016 Q1	$1K	Hold	11	–	–	﹤0.01%	475
2015 Q4	$1K	Hold	11	–	–	﹤0.01%	448
2015 Q3	$1K	Hold	11	–	–	﹤0.01%	396
2015 Q2	$1K	Sell	11 -6	-35%	-$791	﹤0.01%	383
2015 Q1	$3K	Sell	17 -5	-23%	-$775	﹤0.01%	316
2014 Q4	$3K	Hold	22	–	–	﹤0.01%	296
2014 Q3	$3K	Sell	22 -5	-19%	-$847	﹤0.01%	294
2014 Q2	$4K	Buy	+27	New	+$4.7K	﹤0.01%	289

Other funds holding WPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's WPG Position: Q3 2018 in Review

Avior Wealth Management sold out of Washington Prime Group Inc. (WPG) in Q3 2018, closing a stake of 11 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in WPG in Q2 2014 and held it in 17 quarters. The position peaked at $4K in Q2 2014. 255 funds tracked by Wall St. Rank hold WPG as of Q3 2018.

Avior Wealth Management reported no remaining Washington Prime Group Inc. position as of Q3 2018 after selling out during the quarter.
Avior Wealth Management sold 11 Washington Prime Group Inc. shares in Q3 2018, an estimated $1K.
Avior Wealth Management first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 17 quarters.
Avior Wealth Management's Washington Prime Group Inc. position peaked at $4K in Q2 2014.
255 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2018.

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