Financial Architects (New Jersey)’s Simon Property Group SPG Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-244	Closed	-$17K	–	691
2020 Q2	$17K	Buy	244 +140	+135%	+$8.78K	﹤0.01%	562
2020 Q1	$6K	Hold	104	–	–	﹤0.01%	687
2019 Q4	$15K	Hold	104	–	–	﹤0.01%	618
2019 Q3	$16K	Hold	104	–	–	﹤0.01%	643
2019 Q2	$17K	Hold	104	–	–	﹤0.01%	762
2019 Q1	$19K	Hold	104	–	–	﹤0.01%	907
2018 Q4	$17K	Hold	104	–	–	﹤0.01%	850
2018 Q3	$18K	Hold	104	–	–	﹤0.01%	959
2018 Q2	$18K	Hold	104	–	–	﹤0.01%	837
2018 Q1	$16K	Hold	104	–	–	﹤0.01%	949
2017 Q4	$18K	Hold	104	–	–	﹤0.01%	993
2017 Q3	$17K	Hold	104	–	–	﹤0.01%	1001
2017 Q2	$17K	Hold	104	–	–	﹤0.01%	1008
2017 Q1	$18K	Sell	104 -30	-22%	-$5.36K	﹤0.01%	967
2016 Q4	$24K	Sell	134 -8	-6%	-$1.49K	0.01%	798
2016 Q3	$29K	Buy	142 +1	+0.7%	+$217	0.01%	745
2016 Q2	$31K	Buy	141 +1	+0.7%	+$204	0.01%	660
2016 Q1	$29K	Buy	+140	New	+$26.9K	0.01%	508
2015 Q3	–	Sell	-213	Closed	-$37K	–	803
2015 Q2	$37K	Sell	213 -3	-1%	-$551	0.01%	500
2015 Q1	$42K	Buy	216 +6	+3%	+$1.16K	0.02%	428
2014 Q4	$38K	Buy	210 +5	+2%	+$887	0.02%	391
2014 Q3	$34K	Buy	205 +2	+1%	+$337	0.02%	374
2014 Q2	$34K	Buy	+203	New	+$33.1K	0.02%	387
2013 Q4	–	Sell	-735	Closed	-$103K	–	503
2013 Q3	$103K	Buy	735 +6	+0.8%	+$871	0.07%	178
2013 Q2	$108K	Buy	+729	New	+$117K	0.08%	160

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Architects (New Jersey)'s SPG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 244 shares — an estimated $17K sold.

Financial Architects (New Jersey) first reported a position in SPG in Q2 2013 and held it in 25 quarters. The position peaked at $108K in Q2 2013. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 244 Simon Property Group shares in Q3 2020, an estimated $17K.
Financial Architects (New Jersey) first reported a position in Simon Property Group in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s Simon Property Group position peaked at $108K in Q2 2013.
672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.