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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
2017
Q3 		– Sell
-900
Closed -$146K – 1590
2017
Q2 		$146K Buy
900
+700
+350% +$114K 0.03% 388
2017
Q1 		$34K Buy
+200
New +$35.7K 0.01% 780

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 671 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.
  • 671 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.