Commonwealth Equity Services
WPG

Commonwealth Equity Services’s Washington Prime Group Inc. WPG Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-2,867
Closed -$16K – 3314
2020
Q3 		$16K Sell
2,867
-438
-13% -$2.8K ﹤0.01% 3022
2020
Q2 		$25K Sell
3,305
-71
-2% -$522 ﹤0.01% 2902
2020
Q1 		$24K Sell
3,376
-54
-2% -$1.27K ﹤0.01% 2748
2019
Q4 		$112K Buy
3,430
+152
+5% +$5.52K ﹤0.01% 2732
2019
Q3 		$122K Buy
3,278
+658
+25% +$21.7K ﹤0.01% 2645
2019
Q2 		$90K Buy
2,620
+717
+38% +$29.4K ﹤0.01% 2640
2019
Q1 		$96K Buy
1,903
+108
+6% +$5.29K ﹤0.01% 2608
2018
Q4 		$78K Buy
1,795
+181
+11% +$10.1K ﹤0.01% 2526
2018
Q3 		$106K Buy
1,614
+329
+26% +$22.8K ﹤0.01% 2632
2018
Q2 		$94K Buy
1,285
+119
+10% +$7.68K ﹤0.01% 2613
2018
Q1 		$69K Buy
1,166
+51
+5% +$2.98K ﹤0.01% 2579
2017
Q4 		$71K Buy
+1,115
New +$75.7K ﹤0.01% 2540

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commonwealth Equity Services's WPG Position: Q4 2020 in Review

Commonwealth Equity Services sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 2,867 shares — an estimated $16K sold.

Commonwealth Equity Services first reported a position in WPG in Q4 2017 and held it in 12 quarters. The position peaked at $122K in Q3 2019. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Commonwealth Equity Services reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,867 Washington Prime Group Inc. shares in Q4 2020, an estimated $16K.
  • Commonwealth Equity Services first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 12 quarters.
  • Commonwealth Equity Services's Washington Prime Group Inc. position peaked at $122K in Q3 2019.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Commonwealth Equity Services's 13F filing for Q4 2020, filed 11 Feb 2021.