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

WFG 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
2017 Q2	$244K	Buy	+3,242	New	+$244K	0.06%	326
2016 Q4	–	Sell	-17	Closed	-$2K	–	1845
2016 Q3	$2K	Hold	17	–	–	﹤0.01%	1433
2016 Q2	$2K	Sell	17 -6	-26%	-$562	﹤0.01%	1417
2016 Q1	$2K	Sell	23 -11	-32%	-$894	﹤0.01%	1377
2015 Q4	$3K	Hold	34	–	–	﹤0.01%	1337
2015 Q3	$4K	Hold	34	–	–	﹤0.01%	1334
2015 Q2	$4K	Sell	34 -2	-6%	-$264	﹤0.01%	1403
2015 Q1	$5K	Buy	+36	New	+$5.58K	﹤0.01%	1393
2014 Q4	–	Sell	-36	Closed	-$6K	–	2317
2014 Q3	$6K	Buy	36 +2	+6%	+$339	﹤0.01%	1638
2014 Q2	$6K	Buy	+34	New	+$5.92K	﹤0.01%	1638

Other funds holding WPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

REMS

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's WPG Position: Q2 2017 in Review

WFG Advisors opened a new position in Washington Prime Group Inc. (WPG) in Q2 2017: 3,242 shares worth $244K. The stake represents 0.06% of the portfolio and ranks #326 among its holdings. This is a return to the name: WFG Advisors previously reported a position in WPG as recently as Q3 2016.

WFG Advisors first reported a position in WPG in Q2 2014 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold WPG as of Q2 2017.

WFG Advisors held 3,242 shares of Washington Prime Group Inc. worth $244K as of Q2 2017.
Washington Prime Group Inc. was a new WFG Advisors position in Q2 2017.
Washington Prime Group Inc. made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #326 holding.
WFG Advisors first reported a position in Washington Prime Group Inc. in Q2 2014 and has held it in 10 quarters since.
247 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.