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Cynosure Advisors’s Simon Property Group SPG Stock Holding History

Cynosure 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
Q3 		– Sell
-1,522
Closed -$259K – 164
2018
Q2 		$259K Hold
1,522
– – 0.07% 203
2018
Q1 		$235K Sell
1,522
-1,888
-55% -$300K 0.06% 206
2017
Q4 		$586K Buy
+3,410
New +$554K 0.13% 84

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

Cynosure Advisors's SPG Position: Q3 2018 in Review

Cynosure Advisors sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 1,522 shares — an estimated $259K sold.

Cynosure Advisors first reported a position in SPG in Q4 2017 and held it in 3 quarters. The position peaked at $586K in Q4 2017. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

  • Cynosure Advisors reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 1,522 Simon Property Group shares in Q3 2018, an estimated $259K.
  • Cynosure Advisors first reported a position in Simon Property Group in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Simon Property Group position peaked at $586K in Q4 2017.
  • 734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.