SWS Partners’s Washington Prime Group Inc. WPG Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-51	Closed	-$3K	–	370
2018 Q1	$3K	Hold	51	–	–	﹤0.01%	347
2017 Q4	$3K	Buy	+51	New	+$3.46K	﹤0.01%	358

Other funds holding WPG

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

SWS Partners's WPG Position: Q2 2018 in Review

SWS Partners sold out of Washington Prime Group Inc. (WPG) in Q2 2018, closing a stake of 51 shares — an estimated $3K sold.

SWS Partners first reported a position in WPG in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 240 funds tracked by Wall St. Rank hold WPG as of Q2 2018.

SWS Partners reported no remaining Washington Prime Group Inc. position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 51 Washington Prime Group Inc. shares in Q2 2018, an estimated $3K.
SWS Partners first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 2 quarters.
SWS Partners's Washington Prime Group Inc. position peaked at $3K in Q1 2018.
240 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.