Burt Wealth Advisors’s Simon Property Group SPG Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-521	Closed	-$44K	–	313
2020 Q4	$44K	Hold	521	–	–	0.02%	188
2020 Q3	$34K	Hold	521	–	–	0.01%	203
2020 Q2	$36K	Hold	521	–	–	0.01%	196
2020 Q1	$29K	Hold	521	–	–	0.01%	204
2019 Q4	$78K	Hold	521	–	–	0.03%	142
2019 Q3	$81K	Hold	521	–	–	0.03%	142
2019 Q2	$83K	Hold	521	–	–	0.04%	134
2019 Q1	$95K	Hold	521	–	–	0.04%	126
2018 Q4	$88K	Hold	521	–	–	0.04%	132
2018 Q3	$92K	Hold	521	–	–	0.04%	144
2018 Q2	$89K	Hold	521	–	–	0.04%	138
2018 Q1	$80K	Hold	521	–	–	0.04%	144
2017 Q4	$89K	Hold	521	–	–	0.06%	134
2017 Q3	$84K	Sell	521 -21	-4%	-$3.35K	0.06%	138
2017 Q2	$87K	Buy	542 +21	+4%	+$3.42K	0.06%	129
2017 Q1	$90K	Sell	521 -21	-4%	-$3.75K	0.06%	120
2016 Q4	$96K	Hold	542	–	–	0.09%	118
2016 Q3	$112K	Hold	542	–	–	0.12%	93
2016 Q2	$117K	Hold	542	–	–	0.13%	90
2016 Q1	$113K	Hold	542	–	–	0.1%	97
2015 Q4	$105K	Hold	542	–	–	0.08%	100
2015 Q3	$99K	Hold	542	–	–	0.12%	92
2015 Q2	$94K	Hold	542	–	–	0.1%	107
2015 Q1	$106K	Hold	542	–	–	0.11%	89
2014 Q4	$99K	Buy	+542	New	+$96.2K	0.11%	97

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burt Wealth Advisors's SPG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 521 shares — an estimated $44K sold.

Burt Wealth Advisors first reported a position in SPG in Q4 2014 and held it in 25 quarters. The position peaked at $117K in Q2 2016. 847 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

Burt Wealth Advisors reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 521 Simon Property Group shares in Q1 2021, an estimated $44K.
Burt Wealth Advisors first reported a position in Simon Property Group in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Simon Property Group position peaked at $117K in Q2 2016.
847 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.