FWM
WPG

Focused Wealth Management’s Washington Prime Group Inc. WPG Stock Holding History

Focused Wealth 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
2015
Q2 		– Sell
-6
Closed -$1K – 737
2015
Q1 		$1K Hold
6
– – ﹤0.01% 660
2014
Q4 		$1K Hold
6
– – ﹤0.01% 645
2014
Q3 		$1K Hold
6
– – ﹤0.01% 674
2014
Q2 		$1K Buy
+6
New +$1.04K ﹤0.01% 654

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Focused Wealth Management's WPG Position: Q2 2015 in Review

Focused Wealth Management sold out of Washington Prime Group Inc. (WPG) in Q2 2015, closing a stake of 6 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in WPG in Q2 2014 and held it in 4 quarters. The position peaked at $1K in Q1 2015. 266 funds tracked by Wall St. Rank hold WPG as of Q2 2015.

  • Focused Wealth Management reported no remaining Washington Prime Group Inc. position as of Q2 2015 after selling out during the quarter.
  • Focused Wealth Management sold 6 Washington Prime Group Inc. shares in Q2 2015, an estimated $1K.
  • Focused Wealth Management first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 4 quarters.
  • Focused Wealth Management's Washington Prime Group Inc. position peaked at $1K in Q1 2015.
  • 266 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2015.

Based on Focused Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.