WAM
WPG

Wealthspire Advisors (Maryland)’s Washington Prime Group Inc. WPG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-63
Closed -$3K – 2481
2019
Q1 		$3K Buy
63
+46
+271% +$2.25K ﹤0.01% 2099
2018
Q4 		$1K Sell
17
-96
-85% -$5.38K ﹤0.01% 2401
2018
Q3 		$7K Buy
113
+8
+8% +$554 ﹤0.01% 1701
2018
Q2 		$8K Buy
105
+23
+28% +$1.49K ﹤0.01% 1644
2018
Q1 		$5K Sell
82
-2
-2% -$117 ﹤0.01% 1870
2017
Q4 		$5K Buy
84
+68
+425% +$4.62K ﹤0.01% 1871
2017
Q3 		$1K Sell
16
-34
-68% -$2.64K ﹤0.01% 2216
2017
Q2 		$4K Buy
50
+5
+11% +$376 ﹤0.01% 1872
2017
Q1 		$4K Sell
45
-2
-4% -$167 ﹤0.01% 1600
2016
Q4 		$4K Sell
47
-21
-31% -$2.01K ﹤0.01% 1453
2016
Q3 		$8K Buy
68
+29
+74% +$3.33K ﹤0.01% 1309
2016
Q2 		$4K Sell
39
-29
-43% -$2.71K ﹤0.01% 1412
2016
Q1 		$6K Sell
68
-7
-9% -$569 ﹤0.01% 1320
2015
Q4 		$7K Buy
+75
New +$7.6K ﹤0.01% 1294

Other funds holding WPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WPG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Washington Prime Group Inc. (WPG) in Q2 2019, closing a stake of 63 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WPG in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q2 2018. 231 funds tracked by Wall St. Rank hold WPG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Washington Prime Group Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 63 Washington Prime Group Inc. shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Washington Prime Group Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Washington Prime Group Inc. position peaked at $8K in Q2 2018.
  • 231 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.