GenTrust’s Simon Property Group SPG Stock Holding History

GenTrust’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
2017 Q1	–	Sell	-1,310	Closed	-$233K	–	84
2016 Q4	$233K	Buy	+1,310	New	+$243K	0.05%	73

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

AAMU

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

GenTrust's SPG Position: Q1 2017 in Review

GenTrust sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 1,310 shares — an estimated $233K sold.

GenTrust first reported a position in SPG in Q4 2016 and held it in 1 quarter. The position peaked at $233K in Q4 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

GenTrust reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
GenTrust sold 1,310 Simon Property Group shares in Q1 2017, an estimated $233K.
GenTrust first reported a position in Simon Property Group in Q4 2016 and held it in 1 quarter.
GenTrust's Simon Property Group position peaked at $233K in Q4 2016.
686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on GenTrust's 13F filing for Q1 2017, filed 15 May 2017.