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Commonwealth Financial Services’s Simon Property Group SPG Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$16K Hold
93
– – 0.02% 166
2016
Q4 		$17K Hold
93
– – 0.02% 152
2016
Q3 		$19K Hold
93
– – 0.02% 130
2016
Q2 		$20K Buy
+93
New +$19K 0.02% 129

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Commonwealth Financial Services's SPG Position: Q1 2017 in Review

Commonwealth Financial Services held its Simon Property Group (SPG) position steady in Q1 2017 at 93 shares worth $16K. The position accounts for 0.02% of the portfolio, ranked #166.

Commonwealth Financial Services first reported a position in SPG in Q2 2016 and has held it in 4 quarters since. The position peaked at $20K in Q2 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • Commonwealth Financial Services held 93 shares of Simon Property Group worth $16K as of Q1 2017.
  • Commonwealth Financial Services left its Simon Property Group share count unchanged in Q1 2017.
  • Simon Property Group made up 0.02% of Commonwealth Financial Services's portfolio in Q1 2017, its #166 holding.
  • Commonwealth Financial Services first reported a position in Simon Property Group in Q2 2016 and has held it in 4 quarters since.
  • Commonwealth Financial Services's Simon Property Group position peaked at $20K in Q2 2016.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.