JP Morgan Private Wealth Advisors’s Washington Prime Group Inc. WPG Stock Holding History

JP Morgan Private Wealth Advisors’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	-1,206	Closed	-$7K	–	1760
2020 Q3	$7K	Hold	1,206	–	–	﹤0.01%	1591
2020 Q2	$9K	Sell	1,206 -19	-2%	-$140	﹤0.01%	1541
2020 Q1	$9K	Sell	1,225 -1	-0.1%	-$24	﹤0.01%	1409
2019 Q4	$40K	Sell	1,226 -256	-17%	-$9.29K	﹤0.01%	1455
2019 Q3	$55K	Sell	1,482 -124	-8%	-$4.08K	﹤0.01%	1408
2019 Q2	$55K	Sell	1,606 -7	-0.4%	-$287	﹤0.01%	1353
2019 Q1	$82K	Hold	1,613	–	–	﹤0.01%	1424
2018 Q4	$71K	Sell	1,613 -18	-1%	-$1.01K	﹤0.01%	1408
2018 Q3	$107K	Sell	1,631 -17	-1%	-$1.18K	﹤0.01%	1526
2018 Q2	$120K	Buy	+1,648	New	+$106K	﹤0.01%	1408

Other funds holding WPG

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WPG Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 1,206 shares — an estimated $7K sold.

JP Morgan Private Wealth Advisors first reported a position in WPG in Q2 2018 and held it in 10 quarters. The position peaked at $120K in Q2 2018. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

JP Morgan Private Wealth Advisors reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,206 Washington Prime Group Inc. shares in Q4 2020, an estimated $7K.
JP Morgan Private Wealth Advisors first reported a position in Washington Prime Group Inc. in Q2 2018 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Washington Prime Group Inc. position peaked at $120K in Q2 2018.
107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.