Financial Engines Advisors
SPG icon

Financial Engines Advisors’s Simon Property Group SPG Stock Holding History

Financial Engines 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
2021
Q2 		– Sell
-1,850
Closed -$211K – 256
2021
Q1 		$211K Buy
+1,850
New +$193K ﹤0.01% 257

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors's SPG Position: Q2 2021 in Review

Financial Engines Advisors sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 1,850 shares — an estimated $211K sold.

Financial Engines Advisors first reported a position in SPG in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Financial Engines Advisors reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 1,850 Simon Property Group shares in Q2 2021, an estimated $211K.
  • Financial Engines Advisors first reported a position in Simon Property Group in Q1 2021 and held it in 1 quarter.
  • Financial Engines Advisors's Simon Property Group position peaked at $211K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Financial Engines Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.