TP
WPG

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

Truvvo 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
2017
Q4 		– Sell
-172,776
Closed -$8.48M – 131
2017
Q3 		$8.48M Sell
172,776
-27,715
-14% -$2.15M 2.82% 7
2017
Q2 		$7.32M Buy
+200,491
New +$15.1M 2.65% 8

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truvvo Partners's WPG Position: Q4 2017 in Review

Truvvo Partners sold out of Washington Prime Group Inc. (WPG) in Q4 2017, closing a stake of 172,776 shares — an estimated $8.48M sold.

Truvvo Partners first reported a position in WPG in Q2 2017 and held it in 2 quarters. The position peaked at $8.48M in Q3 2017. 271 funds tracked by Wall St. Rank hold WPG as of Q4 2017.

  • Truvvo Partners reported no remaining Washington Prime Group Inc. position as of Q4 2017 after selling out during the quarter.
  • Truvvo Partners sold 172,776 Washington Prime Group Inc. shares in Q4 2017, an estimated $8.48M.
  • Truvvo Partners first reported a position in Washington Prime Group Inc. in Q2 2017 and held it in 2 quarters.
  • Truvvo Partners's Washington Prime Group Inc. position peaked at $8.48M in Q3 2017.
  • 271 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2017.

Based on Truvvo Partners's 13F filing for Q4 2017, filed 13 Feb 2018.