JPLA
WPG

Joseph P. Lucia & Associates’s Washington Prime Group Inc. WPG Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q4 		– Sell
-667
Closed -$25K – 497
2019
Q3 		$25K Hold
667
– – 0.03% 227
2019
Q2 		$23K Buy
+667
New +$27.4K 0.02% 234

Other funds holding WPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.8B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's WPG Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of Washington Prime Group Inc. (WPG) in Q4 2019, closing a stake of 667 shares — an estimated $25K sold.

Joseph P. Lucia & Associates first reported a position in WPG in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q3 2019. 232 funds tracked by Wall St. Rank hold WPG as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining Washington Prime Group Inc. position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 667 Washington Prime Group Inc. shares in Q4 2019, an estimated $25K.
  • Joseph P. Lucia & Associates first reported a position in Washington Prime Group Inc. in Q2 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Washington Prime Group Inc. position peaked at $25K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.