First Mercantile Trust’s Simon Property Group SPG Stock Holding History

First Mercantile Trust’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 Q2	–	Sell	-5,033	Closed	-$276K	–	947
2020 Q1	$276K	Sell	5,033 -19	-0.4%	-$2.27K	0.04%	262
2019 Q4	$753K	Sell	5,052 -379	-7%	-$56.8K	0.09%	145
2019 Q3	$845K	Buy	+5,431	New	+$845K	0.09%	141

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

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 Mercantile Trust's SPG Position: Q2 2020 in Review

First Mercantile Trust sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 5,033 shares — an estimated $276K sold.

First Mercantile Trust first reported a position in SPG in Q3 2019 and held it in 3 quarters. The position peaked at $845K in Q3 2019. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

First Mercantile Trust reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
First Mercantile Trust sold 5,033 Simon Property Group shares in Q2 2020, an estimated $276K.
First Mercantile Trust first reported a position in Simon Property Group in Q3 2019 and held it in 3 quarters.
First Mercantile Trust's Simon Property Group position peaked at $845K in Q3 2019.
676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.