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Integrated Wealth Counsel’s Simon Property Group SPG Stock Holding History

Integrated Wealth Counsel’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
Q4 		$10K Hold
59
– – 0.02% 169
2016
Q3 		$12K Hold
59
– – 0.03% 141
2016
Q2 		$13K Hold
59
– – 0.03% 60
2016
Q1 		$12K Buy
+59
New +$11.3K 0.03% 62
2013
Q4 		– Sell
-663
Closed -$92.5K – 204
2013
Q3 		$92.5K Hold
663
– – 0.07% 77
2013
Q2 		$99K Buy
+663
New +$106K 0.07% 80

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Integrated Wealth Counsel's SPG Position: Q4 2016 in Review

Integrated Wealth Counsel held its Simon Property Group (SPG) position steady in Q4 2016 at 59 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #169.

Integrated Wealth Counsel first reported a position in SPG in Q2 2013 and has held it in 6 quarters since. The position peaked at $99K in Q2 2013. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • Integrated Wealth Counsel held 59 shares of Simon Property Group worth $10K as of Q4 2016.
  • Integrated Wealth Counsel left its Simon Property Group share count unchanged in Q4 2016.
  • Simon Property Group made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #169 holding.
  • Integrated Wealth Counsel first reported a position in Simon Property Group in Q2 2013 and has held it in 6 quarters since.
  • Integrated Wealth Counsel's Simon Property Group position peaked at $99K in Q2 2013.
  • 709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.