RIA
WPG

Regal Investment Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-7
Closed – – 1037
2015
Q3 		$0 Hold
7
– – ﹤0.01% 1157
2015
Q2 		$0 Hold
7
– – ﹤0.01% 1064
2015
Q1 		$1K Sell
7
-3
-30% -$465 ﹤0.01% 965
2014
Q4 		$1K Buy
10
+9
+900% +$1.39K ﹤0.01% 907
2014
Q3 		$0 Hold
1
– – ﹤0.01% 1004
2014
Q2 		$0 Buy
+1
New +$174 ﹤0.01% 973

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $315B AUM 27.84% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Regal Investment Advisors's WPG Position: Q4 2015 in Review

Regal Investment Advisors sold out of Washington Prime Group Inc. (WPG) in Q4 2015, closing a stake of 7 shares.

Regal Investment Advisors first reported a position in WPG in Q2 2014 and held it in 6 quarters. The position peaked at $1K in Q1 2015. 270 funds tracked by Wall St. Rank hold WPG as of Q4 2015.

  • Regal Investment Advisors reported no remaining Washington Prime Group Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 7 Washington Prime Group Inc. shares in Q4 2015.
  • Regal Investment Advisors first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 6 quarters.
  • Regal Investment Advisors's Washington Prime Group Inc. position peaked at $1K in Q1 2015.
  • 270 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.