Certified Advisory Corp’s Washington Prime Group Inc. WPG Stock Holding History

Certified Advisory Corp’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	-7	Closed	–	–	817
2018 Q3	$0	Hold	7	–	–	﹤0.01%	828
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	753
2018 Q1	$0	Hold	7	–	–	﹤0.01%	813
2017 Q4	$0	Buy	+7	New	+$475	﹤0.01%	727

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

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

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

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

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

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

Certified Advisory Corp's WPG Position: Q4 2018 in Review

Certified Advisory Corp sold out of Washington Prime Group Inc. (WPG) in Q4 2018, closing a stake of 7 shares.

Certified Advisory Corp first reported a position in WPG in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 255 funds tracked by Wall St. Rank hold WPG as of Q4 2018.

Certified Advisory Corp reported no remaining Washington Prime Group Inc. position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 7 Washington Prime Group Inc. shares in Q4 2018.
Certified Advisory Corp first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's Washington Prime Group Inc. position peaked at $1K in Q2 2018.
255 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.