Bar Harbor Wealth Management’s Simon Property Group SPG Stock Holding History

Bar Harbor 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
2020 Q1	–	Sell	-2,086	Closed	-$311K	–	276
2019 Q4	$311K	Sell	2,086 -3,848	-65%	-$577K	0.03%	242
2019 Q3	$924K	Sell	5,934 -3,982	-40%	-$619K	0.11%	149
2019 Q2	$1.58M	Buy	9,916 +1,722	+21%	+$297K	0.18%	109
2019 Q1	$1.49M	Buy	8,194 +219	+3%	+$38.9K	0.18%	103
2018 Q4	$1.34M	Buy	7,975 +1,262	+19%	+$226K	0.18%	103
2018 Q3	$1.19M	Buy	6,713 +1,815	+37%	+$321K	0.13%	128
2018 Q2	$834K	Buy	4,898 +1,887	+63%	+$300K	0.1%	154
2018 Q1	$465K	Buy	+3,011	New	+$479K	0.06%	207
2016 Q4	–	Sell	-1,021	Closed	-$212K	–	360
2016 Q3	$212K	Buy	+1,021	New	+$221K	0.02%	326

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

Bar Harbor Wealth Management's SPG Position: Q1 2020 in Review

Bar Harbor Wealth Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 2,086 shares — an estimated $311K sold.

Bar Harbor Wealth Management first reported a position in SPG in Q3 2016 and held it in 9 quarters. The position peaked at $1.58M in Q2 2019. 664 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Bar Harbor Wealth Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
Bar Harbor Wealth Management sold 2,086 Simon Property Group shares in Q1 2020, an estimated $311K.
Bar Harbor Wealth Management first reported a position in Simon Property Group in Q3 2016 and held it in 9 quarters.
Bar Harbor Wealth Management's Simon Property Group position peaked at $1.58M in Q2 2019.
664 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.