BCA
WPG

Berman Capital Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Berman Capital Advisors’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
Q1 		– Sell
-112
Closed -$3K – 1795
2019
Q4 		$3K Hold
112
– – ﹤0.01% 1155
2019
Q3 		$4K Buy
+112
New +$3.69K ﹤0.01% 1048

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's WPG Position: Q1 2020 in Review

Berman Capital Advisors sold out of Washington Prime Group Inc. (WPG) in Q1 2020, closing a stake of 112 shares — an estimated $3K sold.

Berman Capital Advisors first reported a position in WPG in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 211 funds tracked by Wall St. Rank hold WPG as of Q1 2020.

  • Berman Capital Advisors reported no remaining Washington Prime Group Inc. position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 112 Washington Prime Group Inc. shares in Q1 2020, an estimated $3K.
  • Berman Capital Advisors first reported a position in Washington Prime Group Inc. in Q3 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Washington Prime Group Inc. position peaked at $4K in Q3 2019.
  • 211 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.