IAA
WPG

Independent Advisor Alliance’s Washington Prime Group Inc. WPG Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-1,337
Closed -$10K – 551
2020
Q2 		$10K Sell
1,337
-3,885
-74% -$28.5K ﹤0.01% 480
2020
Q1 		$38K Sell
5,222
-500
-9% -$11.8K 0.01% 404
2019
Q4 		$187K Buy
5,722
+97
+2% +$3.52K 0.01% 830
2019
Q3 		$210K Buy
5,625
+32
+0.6% +$1.05K 0.03% 413
2019
Q2 		$192K Buy
5,593
+75
+1% +$3.08K 0.03% 381
2019
Q1 		$281K Sell
5,518
-27
-0.5% -$1.32K 0.04% 332
2018
Q4 		$243K Buy
5,545
+1,264
+30% +$70.8K 0.04% 329
2018
Q3 		$258K Sell
4,281
-802
-16% -$55.5K 0.05% 289
2018
Q2 		$358K Buy
5,083
+363
+8% +$23.4K 0.07% 221
2018
Q1 		$280K Buy
4,720
+683
+17% +$39.9K 0.06% 258
2017
Q4 		$255K Buy
4,037
+443
+12% +$30.1K 0.06% 265
2017
Q3 		$273K Sell
3,594
-551
-13% -$42.7K 0.08% 221
2017
Q2 		$234K Buy
4,145
+1,084
+35% +$81.6K 0.07% 216
2017
Q1 		$238K Buy
+3,061
New +$256K 0.04% 346

Other funds holding WPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Independent Advisor Alliance's WPG Position: Q3 2020 in Review

Independent Advisor Alliance sold out of Washington Prime Group Inc. (WPG) in Q3 2020, closing a stake of 1,337 shares — an estimated $10K sold.

Independent Advisor Alliance first reported a position in WPG in Q1 2017 and held it in 14 quarters. The position peaked at $358K in Q2 2018. 167 funds tracked by Wall St. Rank hold WPG as of Q3 2020.

  • Independent Advisor Alliance reported no remaining Washington Prime Group Inc. position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,337 Washington Prime Group Inc. shares in Q3 2020, an estimated $10K.
  • Independent Advisor Alliance first reported a position in Washington Prime Group Inc. in Q1 2017 and held it in 14 quarters.
  • Independent Advisor Alliance's Washington Prime Group Inc. position peaked at $358K in Q2 2018.
  • 167 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.