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

Reilly Financial 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
2020 Q2	–	Hold	0	–	–	–	988
2020 Q1	–	Hold	0	–	–	–	979
2019 Q4	–	Hold	0	–	–	–	963
2019 Q3	–	Hold	0	–	–	–	1017
2019 Q2	–	Hold	0	–	–	–	1041
2019 Q1	–	Hold	0	–	–	–	1020
2018 Q4	–	Hold	0	–	–	–	1078
2018 Q3	–	Hold	0	–	–	–	1078
2018 Q2	–	Hold	0	–	–	–	1060
2018 Q1	–	Hold	0	–	–	–	1112
2017 Q4	–	Hold	0	–	–	–	1071
2017 Q3	–	Hold	0	–	–	–	1053
2017 Q2	–	Hold	0	–	–	–	1006
2017 Q1	–	Hold	0	–	–	–	990
2016 Q4	–	Sell	-17	Closed	-$1.62K	–	965
2016 Q3	$2K	Hold	17	–	–	﹤0.01%	777
2016 Q2	$2K	Hold	17	–	–	﹤0.01%	742
2016 Q1	$1K	Buy	17 +1	+6%	+$81	﹤0.01%	1152
2015 Q4	$2K	Hold	16	–	–	﹤0.01%	1096
2015 Q3	$2K	Buy	16 +1	+7%	+$116	﹤0.01%	1156
2015 Q2	$2K	Hold	15	–	–	﹤0.01%	1250
2015 Q1	$2K	Buy	+15	New	+$2.33K	﹤0.01%	1201

Other funds holding WPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's WPG Position: Q2 2020 in Review

Reilly Financial Advisors held its Washington Prime Group Inc. (WPG) position steady in Q2 2020 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Reilly Financial Advisors first reported a position in WPG in Q1 2015 and has held it in 7 quarters since. The position peaked at $2K in Q3 2016. 189 funds tracked by Wall St. Rank hold WPG as of Q2 2020.

Reilly Financial Advisors held 0 shares of Washington Prime Group Inc. worth $0 as of Q2 2020.
Reilly Financial Advisors left its Washington Prime Group Inc. share count unchanged in Q2 2020.
Washington Prime Group Inc. made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q2 2020, its #988 holding.
Reilly Financial Advisors first reported a position in Washington Prime Group Inc. in Q1 2015 and has held it in 7 quarters since.
Reilly Financial Advisors's Washington Prime Group Inc. position peaked at $2K in Q3 2016.
189 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.