Shelton Capital Management’s Washington Prime Group Inc. WPG Stock Holding History

Shelton Capital 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
2020 Q4	–	Sell	-1,485	Closed	-$9K	–	849
2020 Q3	$9K	Hold	1,485	–	–	﹤0.01%	756
2020 Q2	$11K	Sell	1,485 -369	-20%	-$2.71K	﹤0.01%	667
2020 Q1	$13K	Hold	1,854	–	–	﹤0.01%	642
2019 Q4	$61K	Sell	1,854 -220	-11%	-$7.99K	﹤0.01%	822
2019 Q3	$77K	Hold	2,074	–	–	﹤0.01%	807
2019 Q2	$71K	Buy	2,074 +2,062	+17,183%	+$84.6K	﹤0.01%	827
2019 Q1	$18.7K	Sell	12 -2,062	-99%	-$101K	0.07%	243
2018 Q4	$91K	Hold	2,074	–	–	0.01%	756
2018 Q3	$136K	Buy	2,074 +200	+11%	+$13.8K	0.01%	899
2018 Q2	$137K	Buy	1,874 +395	+27%	+$25.5K	0.01%	838
2018 Q1	$89K	Hold	1,479	–	–	0.01%	829
2017 Q4	$95K	Hold	1,479	–	–	0.01%	847
2017 Q3	$111K	Hold	1,479	–	–	0.01%	822
2017 Q2	$111K	Hold	1,479	–	–	0.01%	844
2017 Q1	$116K	Hold	1,479	–	–	0.01%	842
2016 Q4	$139K	Buy	+1,479	New	+$141K	0.01%	850
2016 Q3	–	Sell	-1,777	Closed	-$179K	–	852
2016 Q2	$179K	Hold	1,777	–	–	0.02%	729
2016 Q1	$152K	Hold	1,777	–	–	0.01%	739
2015 Q4	$170K	Hold	1,777	–	–	0.02%	721
2015 Q3	$187K	Hold	1,777	–	–	0.02%	707
2015 Q2	$216K	Hold	1,777	–	–	0.02%	722
2015 Q1	$266K	Hold	1,777	–	–	0.03%	649
2014 Q4	$275K	Sell	1,777 -123	-6%	-$19K	0.03%	615
2014 Q3	$299K	Hold	1,900	–	–	0.04%	544
2014 Q2	$320K	Buy	+1,900	New	+$331K	0.04%	535

Other funds holding WPG

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Shelton Capital Management's WPG Position: Q4 2020 in Review

Shelton Capital Management sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 1,485 shares — an estimated $9K sold.

Shelton Capital Management first reported a position in WPG in Q2 2014 and held it in 25 quarters. The position peaked at $320K in Q2 2014. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

Shelton Capital Management reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
Shelton Capital Management sold 1,485 Washington Prime Group Inc. shares in Q4 2020, an estimated $9K.
Shelton Capital Management first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 25 quarters.
Shelton Capital Management's Washington Prime Group Inc. position peaked at $320K in Q2 2014.
107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.