HWA
SPG icon

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

HCR 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
2017
Q4 		– Sell
-2,071
Closed -$334K – 177
2017
Q3 		$334K Buy
2,071
+2
+0.1% +$319 0.14% 121
2017
Q2 		$335K Sell
2,069
-214
-9% -$34.8K 0.17% 97
2017
Q1 		$393K Buy
2,283
+291
+15% +$52K 0.2% 99
2016
Q4 		$354K Buy
+1,992
New +$370K 0.19% 97

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HCR Wealth Advisors's SPG Position: Q4 2017 in Review

HCR Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 2,071 shares — an estimated $334K sold.

HCR Wealth Advisors first reported a position in SPG in Q4 2016 and held it in 4 quarters. The position peaked at $393K in Q1 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

  • HCR Wealth Advisors reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
  • HCR Wealth Advisors sold 2,071 Simon Property Group shares in Q4 2017, an estimated $334K.
  • HCR Wealth Advisors first reported a position in Simon Property Group in Q4 2016 and held it in 4 quarters.
  • HCR Wealth Advisors's Simon Property Group position peaked at $393K in Q1 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on HCR Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.