FGC
WPG

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

Financial Gravity Companies’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
Q1 		$4K Buy
61
+34
+126% +$1.99K ﹤0.01% 817
2017
Q4 		$2K Buy
+27
New +$1.83K ﹤0.01% 1020

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Companies's WPG Position: Q1 2018 in Review

Financial Gravity Companies increased its Washington Prime Group Inc. (WPG) stake by 126% in Q1 2018, buying an estimated $1.99K and bringing the position to 61 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Financial Gravity Companies first reported a position in WPG in Q4 2017 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold WPG as of Q1 2018.

  • Financial Gravity Companies held 61 shares of Washington Prime Group Inc. worth $4K as of Q1 2018.
  • Financial Gravity Companies bought 34 Washington Prime Group Inc. shares in Q1 2018, an estimated $1.99K.
  • Washington Prime Group Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #817 holding.
  • Financial Gravity Companies first reported a position in Washington Prime Group Inc. in Q4 2017 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.