FGAM
WPG

Financial Gravity Asset Management’s Washington Prime Group Inc. WPG Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$4K Sell
62
-83
-57% -$5.74K ﹤0.01% 825
2018
Q2 		$10K Buy
145
+84
+138% +$5.42K 0.01% 580
2018
Q1 		$4K Buy
+61
New +$3.57K ﹤0.01% 817

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
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's WPG Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its Washington Prime Group Inc. (WPG) stake by 57% in Q3 2018, selling an estimated $5.74K and leaving 62 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Financial Gravity Asset Management first reported a position in WPG in Q1 2018 and has held it in 3 quarters since. The position peaked at $10K in Q2 2018. 255 funds tracked by Wall St. Rank hold WPG as of Q3 2018.

  • Financial Gravity Asset Management held 62 shares of Washington Prime Group Inc. worth $4K as of Q3 2018.
  • Financial Gravity Asset Management sold 83 Washington Prime Group Inc. shares in Q3 2018, an estimated $5.74K.
  • Washington Prime Group Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #825 holding.
  • Financial Gravity Asset Management first reported a position in Washington Prime Group Inc. in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Washington Prime Group Inc. position peaked at $10K in Q2 2018.
  • 255 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.