GWM
WPG

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

Gupta 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
2016
Q1 		$0 Hold
6
– – ﹤0.01% 1346
2015
Q4 		$1K Sell
6
-162
-96% -$16.4K ﹤0.01% 1231
2015
Q3 		$18K Buy
168
+135
+409% +$15.7K ﹤0.01% 725
2015
Q2 		$4K Buy
33
+27
+450% +$3.56K ﹤0.01% 1059
2015
Q1 		$1K Buy
+6
New +$930 ﹤0.01% 1137

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 $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Gupta Wealth Management's WPG Position: Q1 2016 in Review

Gupta Wealth Management held its Washington Prime Group Inc. (WPG) position steady in Q1 2016 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Gupta Wealth Management first reported a position in WPG in Q1 2015 and has held it in 5 quarters since. The position peaked at $18K in Q3 2015. 270 funds tracked by Wall St. Rank hold WPG as of Q1 2016.

  • Gupta Wealth Management held 6 shares of Washington Prime Group Inc. worth $0 as of Q1 2016.
  • Gupta Wealth Management left its Washington Prime Group Inc. share count unchanged in Q1 2016.
  • Washington Prime Group Inc. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1346 holding.
  • Gupta Wealth Management first reported a position in Washington Prime Group Inc. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Washington Prime Group Inc. position peaked at $18K in Q3 2015.
  • 270 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.