Clarfeld Financial Advisors’s Simon Property Group SPG Stock Holding History

Clarfeld Financial 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
2018 Q4	$20K	Buy	+120	New	+$21.5K	0.02%	161

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Clarfeld Financial Advisors's SPG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Simon Property Group (SPG) in Q4 2018: 120 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings.

785 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Clarfeld Financial Advisors held 120 shares of Simon Property Group worth $20K as of Q4 2018.
Simon Property Group was a new Clarfeld Financial Advisors position in Q4 2018.
Simon Property Group made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #161 holding.
785 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.