Archford Capital Strategies’s Simon Property Group SPG Stock Holding History

Archford Capital Strategies’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
2020 Q1	–	Sell	-1,711	Closed	-$255K	–	235
2019 Q4	$255K	Sell	1,711 -964	-36%	-$145K	0.09%	199
2019 Q3	$416K	Buy	2,675 +248	+10%	+$38.6K	0.16%	167
2019 Q2	$388K	Sell	2,427 -253	-9%	-$43.6K	0.14%	174
2019 Q1	$488K	Sell	2,680 -158	-6%	-$28.1K	0.18%	156
2018 Q4	$477K	Buy	2,838 +918	+48%	+$164K	0.19%	145
2018 Q3	$339K	Sell	1,920 -657	-25%	-$116K	0.12%	182
2018 Q2	$439K	Buy	+2,577	New	+$410K	0.15%	162
2016 Q1	–	Sell	-13	Closed	-$3K	–	534
2015 Q4	$3K	Buy	+13	New	+$2.52K	﹤0.01%	665

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archford Capital Strategies's SPG Position: Q1 2020 in Review

Archford Capital Strategies sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,711 shares — an estimated $255K sold.

Archford Capital Strategies first reported a position in SPG in Q4 2015 and held it in 8 quarters. The position peaked at $488K in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Archford Capital Strategies reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
Archford Capital Strategies sold 1,711 Simon Property Group shares in Q1 2020, an estimated $255K.
Archford Capital Strategies first reported a position in Simon Property Group in Q4 2015 and held it in 8 quarters.
Archford Capital Strategies's Simon Property Group position peaked at $488K in Q1 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Archford Capital Strategies's 13F filing for Q1 2020, filed 29 Apr 2020.