Genovese Burford & Brothers Wealth & Retirement Plan Management’s Simon Property Group SPG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-10	Closed	-$2K	–	326
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	410
2018 Q1	$2K	Buy	+10	New	+$1.59K	﹤0.01%	413
2017 Q1	–	Sell	-1,121	Closed	-$200K	–	502
2016 Q4	$200K	Hold	1,121	–	–	0.05%	67
2016 Q3	$232K	Hold	1,121	–	–	0.09%	51
2016 Q2	$243K	Buy	+1,121	New	+$229K	0.1%	49

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SPG Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 10 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SPG in Q2 2016 and held it in 5 quarters. The position peaked at $243K in Q2 2016. 735 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 10 Simon Property Group shares in Q3 2018, an estimated $2K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Simon Property Group in Q2 2016 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Simon Property Group position peaked at $243K in Q2 2016.
735 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.