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Edge Advisors’s Simon Property Group SPG Stock Holding History

Edge 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
Q2 		$7K Hold
45
– – ﹤0.01% 734
2018
Q1 		$6K Sell
45
-20
-31% -$3.18K ﹤0.01% 745
2017
Q4 		$11K Sell
65
-3
-4% -$487 ﹤0.01% 735
2017
Q3 		$10K Buy
68
+23
+51% +$3.67K ﹤0.01% 727
2017
Q2 		$7K Sell
45
-1,617
-97% -$263K ﹤0.01% 777
2017
Q1 		$285K Sell
1,662
-7,988
-83% -$1.43M 0.03% 277
2016
Q4 		$1.71M Buy
+9,650
New +$1.79M 0.22% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edge Advisors's SPG Position: Q2 2018 in Review

Edge Advisors held its Simon Property Group (SPG) position steady in Q2 2018 at 45 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Edge Advisors first reported a position in SPG in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2016. 713 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

  • Edge Advisors held 45 shares of Simon Property Group worth $7K as of Q2 2018.
  • Edge Advisors left its Simon Property Group share count unchanged in Q2 2018.
  • Simon Property Group made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #734 holding.
  • Edge Advisors first reported a position in Simon Property Group in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Simon Property Group position peaked at $1.71M in Q4 2016.
  • 713 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.