ST
WPG

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

Stifel Trust’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
2014
Q3 		$9K Hold
56
– – ﹤0.01% 433
2014
Q2 		$10K Buy
+56
New +$9.75K ﹤0.01% 375

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Trust's WPG Position: Q3 2014 in Review

Stifel Trust held its Washington Prime Group Inc. (WPG) position steady in Q3 2014 at 56 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Stifel Trust first reported a position in WPG in Q2 2014 and has held it in 2 quarters since. The position peaked at $10K in Q2 2014. 304 funds tracked by Wall St. Rank hold WPG as of Q3 2014.

  • Stifel Trust held 56 shares of Washington Prime Group Inc. worth $9K as of Q3 2014.
  • Stifel Trust left its Washington Prime Group Inc. share count unchanged in Q3 2014.
  • Washington Prime Group Inc. made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #433 holding.
  • Stifel Trust first reported a position in Washington Prime Group Inc. in Q2 2014 and has held it in 2 quarters since.
  • Stifel Trust's Washington Prime Group Inc. position peaked at $10K in Q2 2014.
  • 304 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.