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

TCI 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
2020 Q4	–	Sell	-111	Closed	-$1K	–	1748
2020 Q3	$1K	Hold	111	–	–	﹤0.01%	1511
2020 Q2	$1K	Hold	111	–	–	﹤0.01%	1426
2020 Q1	$1K	Hold	111	–	–	﹤0.01%	1428
2019 Q4	$4K	Buy	+111	New	+$4.03K	﹤0.01%	980
2019 Q2	–	Sell	-51	Closed	-$3K	–	1644
2019 Q1	$3K	Buy	+51	New	+$2.5K	﹤0.01%	981
2018 Q4	–	Sell	-25	Closed	-$2K	–	1802
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1137
2018 Q2	$2K	Buy	+25	New	+$1.61K	﹤0.01%	1212
2017 Q1	–	Sell	-29	Closed	-$3K	–	1466
2016 Q4	$3K	Hold	29	–	–	﹤0.01%	971
2016 Q3	$3K	Hold	29	–	–	﹤0.01%	924
2016 Q2	$3K	Buy	+29	New	+$2.71K	﹤0.01%	886
2015 Q4	–	Sell	-19	Closed	-$2K	–	1120
2015 Q3	$2K	Buy	19 +18	+1,800%	+$2.09K	﹤0.01%	849
2015 Q2	$0	Hold	1	–	–	﹤0.01%	1034
2015 Q1	$0	Hold	1	–	–	﹤0.01%	1004
2014 Q4	$0	Sell	1 -2	-67%	-$309	﹤0.01%	956
2014 Q3	$0	Hold	3	–	–	﹤0.01%	941
2014 Q2	$1K	Buy	+3	New	+$522	﹤0.01%	878

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

TCI Wealth Advisors's WPG Position: Q4 2020 in Review

TCI Wealth Advisors sold out of Washington Prime Group Inc. (WPG) in Q4 2020, closing a stake of 111 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in WPG in Q2 2014 and held it in 16 quarters. The position peaked at $4K in Q4 2019. 107 funds tracked by Wall St. Rank hold WPG as of Q4 2020.

TCI Wealth Advisors reported no remaining Washington Prime Group Inc. position as of Q4 2020 after selling out during the quarter.
TCI Wealth Advisors sold 111 Washington Prime Group Inc. shares in Q4 2020, an estimated $1K.
TCI Wealth Advisors first reported a position in Washington Prime Group Inc. in Q2 2014 and held it in 16 quarters.
TCI Wealth Advisors's Washington Prime Group Inc. position peaked at $4K in Q4 2019.
107 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.