Acorn Wealth Advisors’s Simon Property Group SPG Stock Holding History

Acorn Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-31	Closed	-$5K	–	855
2017 Q4	$5K	Buy	+31	New	+$5.03K	﹤0.01%	602

Other funds holding SPG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Acorn Wealth Advisors's SPG Position: Q1 2018 in Review

Acorn Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 31 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in SPG in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

Acorn Wealth Advisors reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 31 Simon Property Group shares in Q1 2018, an estimated $5K.
Acorn Wealth Advisors first reported a position in Simon Property Group in Q4 2017 and held it in 1 quarter.
Acorn Wealth Advisors's Simon Property Group position peaked at $5K in Q4 2017.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Acorn Wealth Advisors's 13F filing for Q1 2018, filed 14 May 2018.