Loring Wolcott & Coolidge Fiduciary Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q3	–	Sell	-128	Closed	-$10K	–	950
2017 Q2	$10K	Hold	128	–	–	﹤0.01%	552
2017 Q1	$10K	Hold	128	–	–	﹤0.01%	553
2016 Q4	$12K	Hold	128	–	–	﹤0.01%	517
2016 Q3	$14K	Hold	128	–	–	﹤0.01%	518
2016 Q2	$13K	Hold	128	–	–	﹤0.01%	524
2016 Q1	$11K	Hold	128	–	–	﹤0.01%	534
2015 Q4	$12K	Hold	128	–	–	﹤0.01%	558
2015 Q3	$16K	Hold	128	–	–	﹤0.01%	510
2015 Q2	$16K	Hold	128	–	–	﹤0.01%	510
2015 Q1	$19K	Sell	128 -274	-68%	-$42.5K	﹤0.01%	513
2014 Q4	$62K	Hold	402	–	–	﹤0.01%	408
2014 Q3	$63K	Sell	402 -97	-19%	-$16.4K	﹤0.01%	386
2014 Q2	$84K	Buy	+499	New	+$86.9K	﹤0.01%	378

Other funds holding WPG

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

BlackRock New York $6.73T AUM 46.02% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WPG Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Washington Prime Group Inc. (WPG) in Q3 2017, closing a stake of 128 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPG in Q2 2014 and held it in 13 quarters. The position peaked at $84K in Q2 2014. 253 funds tracked by Wall St. Rank hold WPG as of Q3 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Washington Prime Group Inc. position as of Q3 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 128 Washington Prime Group Inc. shares in Q3 2017, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Washington Prime Group Inc. position peaked at $84K in Q2 2014.
253 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.