First Allied Advisory Services’s Simon Property Group SPG Stock Holding History

First Allied Advisory Services’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	$408K	Buy	6,307 +297	+5%	+$19.5K	0.01%	780
2020 Q2	$411K	Buy	6,010 +768	+15%	+$48.2K	0.02%	714
2020 Q1	$288K	Buy	5,242 +1,443	+38%	+$173K	0.01%	778
2019 Q4	$567K	Buy	3,799 +1,134	+43%	+$170K	0.02%	665
2019 Q3	$414K	Buy	2,665 +694	+35%	+$108K	0.01%	749
2019 Q2	$315K	Buy	1,971 +25	+1%	+$4.31K	0.01%	866
2019 Q1	$356K	Sell	1,946 -210	-10%	-$37.3K	0.01%	795
2018 Q4	$366K	Sell	2,156 -19	-0.9%	-$3.4K	0.01%	709
2018 Q3	$393K	Sell	2,175 -381	-15%	-$67.4K	0.01%	803
2018 Q2	$440K	Sell	2,556 -46	-2%	-$7.32K	0.02%	717
2018 Q1	$395K	Sell	2,602 -3,379	-56%	-$537K	0.02%	761
2017 Q4	$1.03M	Buy	5,981 +2,815	+89%	+$457K	0.04%	437
2017 Q3	$508K	Sell	3,166 -239	-7%	-$38.2K	0.02%	611
2017 Q2	$544K	Sell	3,405 -326	-9%	-$53.1K	0.02%	586
2017 Q1	$647K	Sell	3,731 -344	-8%	-$61.5K	0.03%	502
2016 Q4	$724K	Sell	4,075 -568	-12%	-$105K	0.04%	478
2016 Q3	$961K	Buy	4,643 +279	+6%	+$60.5K	0.05%	370
2016 Q2	$943K	Buy	4,364 +648	+17%	+$132K	0.05%	371
2016 Q1	$768K	Buy	3,716 +967	+35%	+$186K	0.04%	431
2015 Q4	$537K	Buy	2,749 +83	+3%	+$16.1K	0.03%	551
2015 Q3	$487K	Sell	2,666 -21	-0.8%	-$3.85K	0.03%	568
2015 Q2	$465K	Sell	2,687 -93	-3%	-$17.1K	0.02%	633
2015 Q1	$539K	Buy	2,780 +351	+14%	+$68K	0.04%	553
2014 Q4	$437K	Buy	2,429 +213	+10%	+$37.8K	0.03%	575
2014 Q3	$367K	Buy	2,216 +577	+35%	+$97.1K	0.03%	639
2014 Q2	$273K	Buy	1,639 +17	+1%	+$2.77K	0.02%	753
2014 Q1	$249K	Sell	1,622 -182	-10%	-$27.1K	0.02%	798
2013 Q4	$263K	Sell	1,804 -644	-26%	-$92.8K	0.02%	721
2013 Q3	$345K	Buy	2,448 +338	+16%	+$49.1K	0.02%	675
2013 Q2	$317K	Buy	+2,110	New	+$338K	0.03%	652

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 $3.37T AUM 44.26% 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

First Allied Advisory Services's SPG Position: Q3 2020 in Review

First Allied Advisory Services increased its Simon Property Group (SPG) stake by 4.9% in Q3 2020, buying an estimated $19.5K and bringing the position to 6,307 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #780.

First Allied Advisory Services first reported a position in SPG in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.03M in Q4 2017. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

First Allied Advisory Services held 6,307 shares of Simon Property Group worth $408K as of Q3 2020.
First Allied Advisory Services bought 297 Simon Property Group shares in Q3 2020, an estimated $19.5K.
Simon Property Group made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #780 holding.
First Allied Advisory Services first reported a position in Simon Property Group in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's Simon Property Group position peaked at $1.03M in Q4 2017.
672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.