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Executive Wealth Management’s Simon Property Group SPG Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-105
Closed -$17K – 686
2019
Q2 		$17K Buy
105
+1
+1% +$172 ﹤0.01% 503
2019
Q1 		$19K Sell
104
-10
-9% -$1.78K ﹤0.01% 432
2018
Q4 		$19K Buy
+114
New +$20.4K ﹤0.01% 439

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's SPG Position: Q3 2019 in Review

Executive Wealth Management sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 105 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in SPG in Q4 2018 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

  • Executive Wealth Management reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 105 Simon Property Group shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Simon Property Group in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Simon Property Group position peaked at $19K in Q1 2019.
  • 767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.