YWP
WPG

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

YorkBridge Wealth 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
2018
Q1 		– Sell
-32
Closed -$2K – 913
2017
Q4 		$2K Buy
+32
New +$2.17K ﹤0.01% 835

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

YorkBridge Wealth Partners's WPG Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Washington Prime Group Inc. (WPG) in Q1 2018, closing a stake of 32 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in WPG in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 256 funds tracked by Wall St. Rank hold WPG as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Washington Prime Group Inc. position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 32 Washington Prime Group Inc. shares in Q1 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Washington Prime Group Inc. in Q4 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Washington Prime Group Inc. position peaked at $2K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.