Principal Financial Group
WPG

Principal Financial Group’s Washington Prime Group Inc. WPG Stock Holding History

Principal Financial Group’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
-148,964
Closed -$868K – 2504
2020
Q3 		$868K Sell
148,964
-6,523
-4% -$41.7K ﹤0.01% 1900
2020
Q2 		$1.18M Sell
155,487
-1,814
-1% -$13.3K ﹤0.01% 1802
2020
Q1 		$1.14M Sell
157,301
-7,740
-5% -$182K ﹤0.01% 1716
2019
Q4 		$5.41M Hold
165,041
– – ﹤0.01% 1511
2019
Q3 		$6.15M Sell
165,041
-2,279
-1% -$75.1K 0.01% 1433
2019
Q2 		$5.75M Sell
167,320
-253
-0.2% -$10.4K 0.01% 1485
2019
Q1 		$8.52M Sell
167,573
-2,108
-1% -$103K 0.01% 1331
2018
Q4 		$7.42M Buy
169,681
+817
+0.5% +$45.7K 0.01% 1330
2018
Q3 		$11.1M Buy
168,864
+5,735
+4% +$397K 0.01% 1263
2018
Q2 		$11.9M Buy
163,129
+72,304
+80% +$4.67M 0.01% 1199
2018
Q1 		$5.45M Buy
90,825
+3,685
+4% +$215K 0.01% 1529
2017
Q4 		$5.58M Sell
87,140
-118
-0.1% -$8.01K 0.01% 1526
2017
Q3 		$6.54M Buy
87,258
+495
+0.6% +$38.4K 0.01% 1461
2017
Q2 		$6.54M Buy
86,763
+3,509
+4% +$264K 0.01% 1448
2017
Q1 		$6.51M Buy
83,254
+1,836
+2% +$154K 0.01% 1440
2016
Q4 		$7.63M Buy
81,418
+1,346
+2% +$129K 0.01% 1341
2016
Q3 		$8.92M Sell
80,072
-24,023
-23% -$2.76M 0.01% 1194
2016
Q2 		$10.5M Buy
104,095
+4,074
+4% +$381K 0.01% 1007
2016
Q1 		$8.54M Sell
100,021
-14,431
-13% -$1.17M 0.01% 1097
2015
Q4 		$10.9M Sell
114,452
-10,743
-9% -$1.09M 0.02% 899
2015
Q3 		$13.1M Sell
125,195
-102,132
-45% -$11.9M 0.02% 763
2015
Q2 		$27.7M Sell
227,327
-30,753
-12% -$4.05M 0.04% 441
2015
Q1 		$38.6M Sell
258,080
-5,241
-2% -$812K 0.06% 324
2014
Q4 		$40.8M Sell
263,321
-5,784
-2% -$895K 0.06% 304
2014
Q3 		$42.3M Buy
269,105
+28,667
+12% +$4.86M 0.07% 284
2014
Q2 		$40.6M Buy
+240,438
New +$41.9M 0.07% 310

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group's WPG Position: Q4 2020 in Review

Principal Financial Group sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 148,964 shares — an estimated $868K sold.

Principal Financial Group first reported a position in WPG in Q2 2014 and held it in 26 quarters. The position peaked at $42.3M in Q3 2014. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Principal Financial Group reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 148,964 Washington Prime Group Inc. shares in Q4 2020, an estimated $868K.
  • Principal Financial Group first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 26 quarters.
  • Principal Financial Group's Washington Prime Group Inc. position peaked at $42.3M in Q3 2014.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.