W
WPG

Wealthfront’s Washington Prime Group Inc. WPG Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-83
Closed -$9K – 1315
2015
Q3 		$9K Buy
83
+44
+113% +$5.11K ﹤0.01% 1008
2015
Q2 		$5K Buy
39
+16
+70% +$2.11K ﹤0.01% 1071
2015
Q1 		$4K Buy
+23
New +$3.56K ﹤0.01% 874
2014
Q4 		– Hold
0
– – – 1149

Other funds holding WPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Wealthfront's WPG Position: Q4 2015 in Review

Wealthfront sold out of Washington Prime Group Inc. (WPG) in Q4 2015, closing a stake of 83 shares — an estimated $9K sold.

Wealthfront first reported a position in WPG in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q3 2015. 270 funds tracked by Wall St. Rank hold WPG as of Q4 2015.

  • Wealthfront reported no remaining Washington Prime Group Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 83 Washington Prime Group Inc. shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in Washington Prime Group Inc. in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Washington Prime Group Inc. position peaked at $9K in Q3 2015.
  • 270 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.