UAS
WPG

United Asset Strategies’s Washington Prime Group Inc. WPG Stock Holding History

United Asset Strategies’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
2019
Q3 		– Sell
-1,111
Closed -$38K – 206
2019
Q2 		$38K Hold
1,111
– – 0.01% 188
2019
Q1 		$57K Hold
1,111
– – 0.01% 199
2018
Q4 		$49K Hold
1,111
– – 0.01% 187
2018
Q3 		$73K Buy
+1,111
New +$76.9K 0.02% 202
2018
Q2 		– Sell
-1,111
Closed -$67K – 216
2018
Q1 		$67K Buy
+1,111
New +$65K 0.02% 192

Other funds holding WPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Asset Strategies's WPG Position: Q3 2019 in Review

United Asset Strategies sold out of Washington Prime Group Inc. (WPG) in Q3 2019, closing a stake of 1,111 shares — an estimated $38K sold.

United Asset Strategies first reported a position in WPG in Q1 2018 and held it in 5 quarters. The position peaked at $73K in Q3 2018. 215 funds tracked by Wall St. Rank hold WPG as of Q3 2019.

  • United Asset Strategies reported no remaining Washington Prime Group Inc. position as of Q3 2019 after selling out during the quarter.
  • United Asset Strategies sold 1,111 Washington Prime Group Inc. shares in Q3 2019, an estimated $38K.
  • United Asset Strategies first reported a position in Washington Prime Group Inc. in Q1 2018 and held it in 5 quarters.
  • United Asset Strategies's Washington Prime Group Inc. position peaked at $73K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q3 2019.

Based on United Asset Strategies's 13F filing for Q3 2019, filed 1 Nov 2019.