LWA
WPG

Lenox Wealth Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Lenox 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
2016
Q1 		– Sell
-11
Closed -$1K – 459
2015
Q4 		$1K Buy
+11
New +$1.11K ﹤0.01% 459
2014
Q4 		– Sell
-1
Closed – – 351
2014
Q3 		$0 Buy
+1
New +$169 ﹤0.01% 290

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 $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Lenox Wealth Advisors's WPG Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Washington Prime Group Inc. (WPG) in Q1 2016, closing a stake of 11 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in WPG in Q3 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 270 funds tracked by Wall St. Rank hold WPG as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Washington Prime Group Inc. position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 11 Washington Prime Group Inc. shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Washington Prime Group Inc. in Q3 2014 and held it in 2 quarters.
  • Lenox Wealth Advisors's Washington Prime Group Inc. position peaked at $1K in Q4 2015.
  • 270 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.