MWM
WPG

Merriman Wealth Management’s Washington Prime Group Inc. WPG Stock Holding History

Merriman Wealth Management’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
2018
Q1 		– Sell
-10,611
Closed -$680K – 219
2017
Q4 		$680K Buy
+10,611
New +$720K 0.17% 99

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Merriman Wealth Management's WPG Position: Q1 2018 in Review

Merriman Wealth Management sold out of Washington Prime Group Inc. (WPG) in Q1 2018, closing a stake of 10,611 shares — an estimated $680K sold.

Merriman Wealth Management first reported a position in WPG in Q4 2017 and held it in 1 quarter. The position peaked at $680K in Q4 2017. 256 funds tracked by Wall St. Rank hold WPG as of Q1 2018.

  • Merriman Wealth Management reported no remaining Washington Prime Group Inc. position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 10,611 Washington Prime Group Inc. shares in Q1 2018, an estimated $680K.
  • Merriman Wealth Management first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 1 quarter.
  • Merriman Wealth Management's Washington Prime Group Inc. position peaked at $680K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.