ECM
WPG

Evergreen Capital Management’s Washington Prime Group Inc. WPG Stock Holding History

Evergreen Capital Management’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
2019
Q2 		– Sell
-1,387
Closed -$71K – 470
2019
Q1 		$71K Buy
+1,387
New +$68K 0.01% 391
2018
Q2 		– Sell
-5,667
Closed -$340K – 405
2018
Q1 		$340K Sell
5,667
-7,483
-57% -$438K 0.03% 237
2017
Q4 		$843K Buy
+13,150
New +$893K 0.09% 143

Other funds holding WPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Capital Management's WPG Position: Q2 2019 in Review

Evergreen Capital Management sold out of Washington Prime Group Inc. (WPG) in Q2 2019, closing a stake of 1,387 shares — an estimated $71K sold.

Evergreen Capital Management first reported a position in WPG in Q4 2017 and held it in 3 quarters. The position peaked at $843K in Q4 2017. 231 funds tracked by Wall St. Rank hold WPG as of Q2 2019.

  • Evergreen Capital Management reported no remaining Washington Prime Group Inc. position as of Q2 2019 after selling out during the quarter.
  • Evergreen Capital Management sold 1,387 Washington Prime Group Inc. shares in Q2 2019, an estimated $71K.
  • Evergreen Capital Management first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 3 quarters.
  • Evergreen Capital Management's Washington Prime Group Inc. position peaked at $843K in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2019.

Based on Evergreen Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.