FFG
WPG

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

Fortem Financial Group’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
2020
Q2 		– Sell
-14,785
Closed -$107K – 160
2020
Q1 		$107K Buy
14,785
+8,558
+137% +$201K 0.1% 115
2019
Q4 		$204K Buy
6,227
+230
+4% +$8.35K 0.15% 108
2019
Q3 		$223K Buy
5,997
+1,061
+21% +$35K 0.19% 98
2019
Q2 		$170K Sell
4,936
-546
-10% -$22.4K 0.17% 131
2019
Q1 		$279K Buy
5,482
+65
+1% +$3.19K 0.29% 74
2018
Q4 		$237K Buy
+5,417
New +$303K 0.29% 81

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortem Financial Group's WPG Position: Q2 2020 in Review

Fortem Financial Group sold out of Washington Prime Group Inc. (WPG) in Q2 2020, closing a stake of 14,785 shares — an estimated $107K sold.

Fortem Financial Group first reported a position in WPG in Q4 2018 and held it in 6 quarters. The position peaked at $279K in Q1 2019. 189 funds tracked by Wall St. Rank hold WPG as of Q2 2020.

  • Fortem Financial Group reported no remaining Washington Prime Group Inc. position as of Q2 2020 after selling out during the quarter.
  • Fortem Financial Group sold 14,785 Washington Prime Group Inc. shares in Q2 2020, an estimated $107K.
  • Fortem Financial Group first reported a position in Washington Prime Group Inc. in Q4 2018 and held it in 6 quarters.
  • Fortem Financial Group's Washington Prime Group Inc. position peaked at $279K in Q1 2019.
  • 189 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2020.

Based on Fortem Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.