BFG
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Beacon Financial Group’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-3,022
Closed -$505K 199
2014
Q2
$505K Sell
3,022
-690
-19% -$115K 0.11% 114
2014
Q1
$608K Buy
+3,712
New +$608K 0.13% 107