Stifel Financial
WPG

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

Stifel Financial’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
-3,048
Closed -$17K – 3179
2020
Q3 		$17K Sell
3,048
-343
-10% -$2.19K ﹤0.01% 2855
2020
Q2 		$25K Sell
3,391
-637
-16% -$4.68K ﹤0.01% 2801
2020
Q1 		$29K Sell
4,028
-736
-15% -$17.3K ﹤0.01% 2702
2019
Q4 		$156K Sell
4,764
-610
-11% -$22.1K ﹤0.01% 2824
2019
Q3 		$200K Buy
5,374
+43
+0.8% +$1.42K ﹤0.01% 2659
2019
Q2 		$182K Sell
5,331
-355
-6% -$14.6K ﹤0.01% 2740
2019
Q1 		$288K Buy
5,686
+11
+0.2% +$539 ﹤0.01% 2395
2018
Q4 		$248K Buy
5,675
+776
+16% +$43.5K ﹤0.01% 2339
2018
Q3 		$321K Buy
4,899
+129
+3% +$8.93K ﹤0.01% 2325
2018
Q2 		$348K Sell
4,770
-3,035
-39% -$196K ﹤0.01% 2209
2018
Q1 		$468K Sell
7,805
-454
-5% -$26.5K ﹤0.01% 2011
2017
Q4 		$529K Sell
8,259
-1,622
-16% -$110K ﹤0.01% 1882
2017
Q3 		$742K Sell
9,881
-2,241
-18% -$174K ﹤0.01% 1656
2017
Q2 		$913K Sell
12,122
-2,292
-16% -$172K ﹤0.01% 1521
2017
Q1 		$1.13M Buy
14,414
+427
+3% +$35.8K ﹤0.01% 1389
2016
Q4 		$1.31M Sell
13,987
-1,789
-11% -$171K 0.01% 1247
2016
Q3 		$1.76M Sell
15,776
-635
-4% -$72.8K 0.01% 1054
2016
Q2 		$1.65M Buy
+16,411
New +$1.54M 0.01% 1089
2016
Q1 		– Sell
-16,523
Closed -$1.59M – 2473
2015
Q4 		$1.59M Sell
16,523
-1,038
-6% -$105K 0.01% 1074
2015
Q3 		$1.85M Sell
17,561
-124
-0.7% -$14.4K 0.01% 945
2015
Q2 		$2.16M Buy
17,685
+618
+4% +$81.5K 0.01% 952
2015
Q1 		$2.57M Buy
+17,067
New +$2.64M 0.01% 839

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 $3.47B AUM 13.39% 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

Stifel Financial's WPG Position: Q4 2020 in Review

Stifel Financial sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 3,048 shares — an estimated $17K sold.

Stifel Financial first reported a position in WPG in Q1 2015 and held it in 22 quarters. The position peaked at $2.57M in Q1 2015. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

  • Stifel Financial reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
  • Stifel Financial sold 3,048 Washington Prime Group Inc. shares in Q4 2020, an estimated $17K.
  • Stifel Financial first reported a position in Washington Prime Group Inc. in Q1 2015 and held it in 22 quarters.
  • Stifel Financial's Washington Prime Group Inc. position peaked at $2.57M in Q1 2015.
  • 107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on Stifel Financial's 13F filing for Q4 2020, filed 12 Feb 2021.