Aris Wealth Services’s Simon Property Group SPG Stock Holding History

Aris Wealth Services’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
2015 Q3	$25K	Buy	+136	New	+$24.9K	0.05%	145

Other funds holding SPG

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's SPG Position: Q3 2015 in Review

Aris Wealth Services opened a new position in Simon Property Group (SPG) in Q3 2015: 136 shares worth $25K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

665 funds tracked by Wall St. Rank hold SPG as of Q3 2015.

Aris Wealth Services held 136 shares of Simon Property Group worth $25K as of Q3 2015.
Simon Property Group was a new Aris Wealth Services position in Q3 2015.
Simon Property Group made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #145 holding.
665 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.