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Coyle Financial Counsel’s Simon Property Group SPG Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-18
Closed -$3K – 261
2018
Q2 		$3K Buy
+18
New +$2.86K ﹤0.01% 257

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coyle Financial Counsel's SPG Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 18 shares — an estimated $3K sold.

Coyle Financial Counsel first reported a position in SPG in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 18 Simon Property Group shares in Q3 2018, an estimated $3K.
  • Coyle Financial Counsel first reported a position in Simon Property Group in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Simon Property Group position peaked at $3K in Q2 2018.
  • 734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.