Burt Wealth Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-3	Closed	–	–	392
2020 Q4	$0	Hold	3	–	–	﹤0.01%	430
2020 Q3	$0	Buy	+3	New	+$19	﹤0.01%	450
2019 Q1	–	Sell	-29	Closed	-$1K	–	389
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	348
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	366
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	351
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	358
2017 Q4	$2K	Hold	29	–	–	﹤0.01%	353
2017 Q3	$2K	Sell	29 -1	-3%	-$78	﹤0.01%	332
2017 Q2	$2K	Buy	30 +1	+3%	+$75	﹤0.01%	373
2017 Q1	$2K	Sell	29 -1	-3%	-$84	﹤0.01%	330
2016 Q4	$3K	Hold	30	–	–	﹤0.01%	348
2016 Q3	$3K	Hold	30	–	–	﹤0.01%	350
2016 Q2	$3K	Sell	30 -14	-32%	-$1.31K	﹤0.01%	357
2016 Q1	$4K	Buy	44 +14	+47%	+$1.14K	﹤0.01%	415
2015 Q4	$3K	Hold	30	–	–	﹤0.01%	441
2015 Q3	$3K	Hold	30	–	–	﹤0.01%	338
2015 Q2	$4K	Hold	30	–	–	﹤0.01%	327
2015 Q1	$4K	Hold	30	–	–	﹤0.01%	301
2014 Q4	$5K	Buy	+30	New	+$4.64K	0.01%	279

Other funds holding WPG

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burt Wealth Advisors's WPG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Washington Prime Group Inc. (WPG) in Q1 2021, closing a stake of 3 shares.

Burt Wealth Advisors first reported a position in WPG in Q4 2014 and held it in 19 quarters. The position peaked at $5K in Q4 2014. 108 funds tracked by Wall St. Rank hold WPG as of Q1 2021.

Burt Wealth Advisors reported no remaining Washington Prime Group Inc. position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 3 Washington Prime Group Inc. shares in Q1 2021.
Burt Wealth Advisors first reported a position in Washington Prime Group Inc. in Q4 2014 and held it in 19 quarters.
Burt Wealth Advisors's Washington Prime Group Inc. position peaked at $5K in Q4 2014.
108 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.