IFWM
SLG icon

Institute for Wealth Management’s SL Green Realty SLG Stock Holding History

Institute for Wealth Management’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,881
Closed -$256K – 634
2019
Q4 		$256K Buy
+2,881
New +$237K 0.06% 378

Other funds holding SLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Institute for Wealth Management's SLG Position: Q1 2020 in Review

Institute for Wealth Management sold out of SL Green Realty (SLG) in Q1 2020, closing a stake of 2,881 shares — an estimated $256K sold.

Institute for Wealth Management first reported a position in SLG in Q4 2019 and held it in 1 quarter. The position peaked at $256K in Q4 2019. 324 funds tracked by Wall St. Rank hold SLG as of Q1 2020.

  • Institute for Wealth Management reported no remaining SL Green Realty position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,881 SL Green Realty shares in Q1 2020, an estimated $256K.
  • Institute for Wealth Management first reported a position in SL Green Realty in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's SL Green Realty position peaked at $256K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.