Avantax Planning Partners’s Simon Property Group SPG Stock Holding History

Avantax Planning Partners’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	-1,479	Closed	-$220K	–	310
2019 Q4	$220K	Buy	1,479 +18	+1%	+$2.7K	0.01%	275
2019 Q3	$227K	Buy	1,461 +157	+12%	+$24.4K	0.01%	278
2019 Q2	$214K	Buy	1,304 +84	+7%	+$14.5K	0.01%	281
2019 Q1	$222K	Buy	+1,220	New	+$217K	0.02%	268
2018 Q4	–	Sell	-870	Closed	-$154K	–	1055
2018 Q3	$154K	Buy	+870	New	+$154K	0.01%	270
2018 Q2	–	Sell	-860	Closed	-$133K	–	1294
2018 Q1	$133K	Buy	+860	New	+$137K	0.01%	355
2017 Q4	–	Sell	-1,741	Closed	-$280K	–	348
2017 Q3	$280K	Buy	+1,741	New	+$278K	0.02%	288

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

Avantax Planning Partners's SPG Position: Q1 2020 in Review

Avantax Planning Partners sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,479 shares — an estimated $220K sold.

Avantax Planning Partners first reported a position in SPG in Q3 2017 and held it in 7 quarters. The position peaked at $280K in Q3 2017. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Avantax Planning Partners reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 1,479 Simon Property Group shares in Q1 2020, an estimated $220K.
Avantax Planning Partners first reported a position in Simon Property Group in Q3 2017 and held it in 7 quarters.
Avantax Planning Partners's Simon Property Group position peaked at $280K in Q3 2017.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.