RWA
WPG

Ropes Wealth Advisors’s Washington Prime Group Inc. WPG Stock Holding History

Ropes Wealth 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
2016
Q1 		– Sell
-170
Closed -$16K – 543
2015
Q4 		$16K Hold
170
– – 0.01% 320
2015
Q3 		$18K Hold
170
– – 0.01% 318
2015
Q2 		$21K Hold
170
– – 0.01% 225
2015
Q1 		$25K Buy
+170
New +$26.3K 0.01% 221

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Ropes Wealth Advisors's WPG Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of Washington Prime Group Inc. (WPG) in Q1 2016, closing a stake of 170 shares — an estimated $16K sold.

Ropes Wealth Advisors first reported a position in WPG in Q1 2015 and held it in 4 quarters. The position peaked at $25K in Q1 2015. 270 funds tracked by Wall St. Rank hold WPG as of Q1 2016.

  • Ropes Wealth Advisors reported no remaining Washington Prime Group Inc. position as of Q1 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 170 Washington Prime Group Inc. shares in Q1 2016, an estimated $16K.
  • Ropes Wealth Advisors first reported a position in Washington Prime Group Inc. in Q1 2015 and held it in 4 quarters.
  • Ropes Wealth Advisors's Washington Prime Group Inc. position peaked at $25K in Q1 2015.
  • 270 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.