AWM
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Altium Wealth Management’s Simon Property Group SPG Stock Holding History

Altium Wealth Management’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
2019
Q2 		– Sell
-1,226
Closed -$223K – 294
2019
Q1 		$223K Buy
1,226
+34
+3% +$6.04K 0.04% 248
2018
Q4 		$200K Buy
+1,192
New +$213K 0.04% 246

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's SPG Position: Q2 2019 in Review

Altium Wealth Management sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 1,226 shares — an estimated $223K sold.

Altium Wealth Management first reported a position in SPG in Q4 2018 and held it in 2 quarters. The position peaked at $223K in Q1 2019. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

  • Altium Wealth Management reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
  • Altium Wealth Management sold 1,226 Simon Property Group shares in Q2 2019, an estimated $223K.
  • Altium Wealth Management first reported a position in Simon Property Group in Q4 2018 and held it in 2 quarters.
  • Altium Wealth Management's Simon Property Group position peaked at $223K in Q1 2019.
  • 770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Altium Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.