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Genesis Wealth Advisors’s Simon Property Group SPG Stock Holding History

Genesis Wealth 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
2015
Q1 		– Sell
-250
Closed -$47.5K – 471
2014
Q4 		$47.5K Buy
+250
New +$44.4K 0.04% 221

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Genesis Wealth Advisors's SPG Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2015, closing a stake of 250 shares — an estimated $47.5K sold.

Genesis Wealth Advisors first reported a position in SPG in Q4 2014 and held it in 1 quarter. The position peaked at $47.5K in Q4 2014. 667 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Simon Property Group position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 250 Simon Property Group shares in Q1 2015, an estimated $47.5K.
  • Genesis Wealth Advisors first reported a position in Simon Property Group in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Simon Property Group position peaked at $47.5K in Q4 2014.
  • 667 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.