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

Bay 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
Q2 		– Sell
-15
Closed -$1K – 415
2020
Q1 		$1K Buy
+15
New +$1.79K ﹤0.01% 319
2019
Q2 		– Sell
-122
Closed -$22K – 416
2019
Q1 		$22K Hold
122
– – 0.02% 225
2018
Q4 		$20K Buy
+122
New +$21.8K 0.02% 222

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's SPG Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in SPG in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q1 2019. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Bay Harbor Wealth Management reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 15 Simon Property Group shares in Q2 2020, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in Simon Property Group in Q4 2018 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Simon Property Group position peaked at $22K in Q1 2019.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.