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First Personal Financial Services’s Simon Property Group SPG Stock Holding History

First Personal Financial 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
Q1 		– Sell
-113
Closed -$17K – 489
2019
Q4 		$17K Hold
113
– – 0.01% 255
2019
Q3 		$18K Sell
113
-262
-70% -$40.7K 0.01% 332
2019
Q2 		$60K Buy
375
+98
+35% +$16.9K 0.02% 264
2019
Q1 		$50K Buy
277
+53
+24% +$9.42K 0.02% 274
2018
Q4 		$38K Buy
224
+61
+37% +$10.9K 0.01% 297
2018
Q3 		$29K Buy
163
+40
+33% +$7.08K 0.01% 357
2018
Q2 		$21K Sell
123
-394
-76% -$62.7K 0.01% 390
2018
Q1 		$80K Sell
517
-156
-23% -$24.8K 0.02% 342
2017
Q4 		$116K Hold
673
– – 0.02% 316
2017
Q3 		$108K Buy
673
+93
+16% +$14.9K 0.02% 307
2017
Q2 		$94K Buy
580
+52
+10% +$8.47K 0.02% 322
2017
Q1 		$91K Sell
528
-57
-10% -$10.2K 0.02% 304
2016
Q4 		$104K Buy
585
+430
+277% +$79.8K 0.03% 272
2016
Q3 		$32K Hold
155
– – 0.01% 352
2016
Q2 		$34K Buy
+155
New +$31.6K 0.01% 336
2015
Q4 		– Sell
-55
Closed -$11K – 482
2015
Q3 		$11K Hold
55
– – 0.01% 279
2015
Q2 		$10K Hold
55
– – 0.01% 282
2015
Q1 		$11K Hold
55
– – 0.01% 271
2014
Q4 		$10K Buy
+55
New +$9.76K 0.01% 257

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's SPG Position: Q1 2020 in Review

First Personal Financial Services sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 113 shares — an estimated $17K sold.

First Personal Financial Services first reported a position in SPG in Q4 2014 and held it in 19 quarters. The position peaked at $116K in Q4 2017. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • First Personal Financial Services reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 113 Simon Property Group shares in Q1 2020, an estimated $17K.
  • First Personal Financial Services first reported a position in Simon Property Group in Q4 2014 and held it in 19 quarters.
  • First Personal Financial Services's Simon Property Group position peaked at $116K in Q4 2017.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.