FIM
WPG

Freedom Investment Management’s Washington Prime Group Inc. WPG Stock Holding History

Freedom Investment 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
2020
Q4 		– Sell
-1,427
Closed -$8K – 669
2020
Q3 		$8K Buy
1,427
+207
+17% +$1.32K ﹤0.01% 553
2020
Q2 		$9K Sell
1,220
-266
-18% -$1.95K ﹤0.01% 563
2020
Q1 		$39K Buy
1,486
+68
+5% +$1.6K ﹤0.01% 664
2019
Q4 		$46K Sell
1,418
-34
-2% -$1.23K ﹤0.01% 659
2019
Q3 		$54K Buy
1,452
+65
+5% +$2.14K ﹤0.01% 676
2019
Q2 		$48K Buy
1,387
+219
+19% +$8.98K ﹤0.01% 677
2019
Q1 		$59K Sell
1,168
-774
-40% -$37.9K ﹤0.01% 673
2018
Q4 		$85K Sell
1,942
-1,041
-35% -$58.3K 0.01% 738
2018
Q3 		$201K Sell
2,983
-51
-2% -$3.53K 0.01% 849
2018
Q2 		$221K Buy
3,034
+352
+13% +$22.7K 0.01% 859
2018
Q1 		$161K Buy
2,682
+712
+36% +$41.6K 0.01% 1063
2017
Q4 		$126K Buy
1,970
+166
+9% +$11.3K 0.01% 1093
2017
Q3 		$135K Sell
1,804
-110
-6% -$8.53K 0.01% 1052
2017
Q2 		$144K Sell
1,914
-216
-10% -$16.3K 0.01% 1013
2017
Q1 		$167K Buy
2,130
+301
+16% +$25.2K 0.01% 996
2016
Q4 		$171K Sell
1,829
-481
-21% -$45.9K 0.01% 924
2016
Q3 		$257K Buy
+2,310
New +$265K 0.02% 711

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's WPG Position: Q4 2020 in Review

Freedom Investment Management sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 1,427 shares — an estimated $8K sold.

Freedom Investment Management first reported a position in WPG in Q3 2016 and held it in 17 quarters. The position peaked at $257K in Q3 2016. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Freedom Investment Management reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 1,427 Washington Prime Group Inc. shares in Q4 2020, an estimated $8K.
  • Freedom Investment Management first reported a position in Washington Prime Group Inc. in Q3 2016 and held it in 17 quarters.
  • Freedom Investment Management's Washington Prime Group Inc. position peaked at $257K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.