Creative Planning
WPG

Creative Planning’s Washington Prime Group Inc. WPG Stock Holding History

Creative Planning’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
2017
Q4 		– Sell
-1,399
Closed -$105K – 2061
2017
Q3 		$105K Sell
1,399
-20
-1% -$1.55K ﹤0.01% 1711
2017
Q2 		$107K Buy
1,419
+301
+27% +$22.6K ﹤0.01% 1946
2017
Q1 		$87K Buy
1,118
+414
+59% +$34.7K ﹤0.01% 2050
2016
Q4 		$66K Sell
704
-25
-3% -$2.39K ﹤0.01% 2176
2016
Q3 		$81K Sell
729
-293
-29% -$33.6K ﹤0.01% 1989
2016
Q2 		$103K Buy
1,022
+822
+411% +$77K ﹤0.01% 1661
2016
Q1 		$17K Sell
200
-11
-5% -$894 ﹤0.01% 2896
2015
Q4 		$20K Sell
211
-86
-29% -$8.72K ﹤0.01% 2869
2015
Q3 		$31K Buy
+297
New +$34.5K ﹤0.01% 2410
2015
Q2 		– Sell
-218
Closed -$33K – 3836
2015
Q1 		$33K Buy
+218
New +$33.8K ﹤0.01% 2316
2014
Q4 		– Sell
-252
Closed -$40K – 4488
2014
Q3 		$40K Buy
252
+40
+19% +$6.78K ﹤0.01% 2084
2014
Q2 		$36K Buy
+212
New +$36.9K ﹤0.01% 2117

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's WPG Position: Q4 2017 in Review

Creative Planning sold out of Washington Prime Group Inc. (WPG) in Q4 2017, closing a stake of 1,399 shares — an estimated $105K sold.

Creative Planning first reported a position in WPG in Q2 2014 and held it in 12 quarters. The position peaked at $107K in Q2 2017. 271 funds tracked by Wall St. Rank hold WPG as of Q4 2017.

  • Creative Planning reported no remaining Washington Prime Group Inc. position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 1,399 Washington Prime Group Inc. shares in Q4 2017, an estimated $105K.
  • Creative Planning first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 12 quarters.
  • Creative Planning's Washington Prime Group Inc. position peaked at $107K in Q2 2017.
  • 271 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.