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Gupta Wealth Management’s Simon Property Group SPG Stock Holding History

Gupta Wealth 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
2016
Q1 		$21K Sell
102
-67
-40% -$12.9K ﹤0.01% 645
2015
Q4 		$33K Sell
169
-453
-73% -$87.8K 0.01% 533
2015
Q3 		$114K Hold
622
– – 0.03% 326
2015
Q2 		$108K Buy
622
+491
+375% +$90.2K 0.03% 339
2015
Q1 		$26K Buy
+131
New +$25.4K 0.01% 539

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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Gupta Wealth Management's SPG Position: Q1 2016 in Review

Gupta Wealth Management reduced its Simon Property Group (SPG) stake by 40% in Q1 2016, selling an estimated $12.9K and leaving 102 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Gupta Wealth Management first reported a position in SPG in Q1 2015 and has held it in 5 quarters since. The position peaked at $114K in Q3 2015. 672 funds tracked by Wall St. Rank hold SPG as of Q1 2016.

  • Gupta Wealth Management held 102 shares of Simon Property Group worth $21K as of Q1 2016.
  • Gupta Wealth Management sold 67 Simon Property Group shares in Q1 2016, an estimated $12.9K.
  • Simon Property Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #645 holding.
  • Gupta Wealth Management first reported a position in Simon Property Group in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Simon Property Group position peaked at $114K in Q3 2015.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.