Integrated Wealth Management (Palm Desert)’s Washington Prime Group Inc. WPG Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-11	Closed	-$1K	–	1240
2016 Q3	$1K	Sell	11 -1	-8%	-$115	﹤0.01%	1229
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	1258
2016 Q1	$1K	Sell	12 -8	-40%	-$650	﹤0.01%	1180
2015 Q4	$2K	Buy	+20	New	+$2.03K	﹤0.01%	1136
2015 Q2	–	Sell	-20	Closed	-$3K	–	1542
2015 Q1	$3K	Buy	+20	New	+$3.1K	﹤0.01%	1060

Other funds holding WPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WPG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Washington Prime Group Inc. (WPG) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WPG in Q1 2015 and held it in 5 quarters. The position peaked at $3K in Q1 2015. 246 funds tracked by Wall St. Rank hold WPG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Washington Prime Group Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 11 Washington Prime Group Inc. shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Washington Prime Group Inc. in Q1 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s Washington Prime Group Inc. position peaked at $3K in Q1 2015.
246 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.