Integrated Wealth Management (Palm Desert)’s Simon Property Group SPG Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-234	Closed	-$48K	–	891
2016 Q3	$48K	Sell	234 -6	-3%	-$1.3K	0.02%	417
2016 Q2	$52K	Hold	240	–	–	0.02%	399
2016 Q1	$50K	Sell	240 -125	-34%	-$24K	0.02%	385
2015 Q4	$71K	Sell	365 -50	-12%	-$9.69K	0.03%	334
2015 Q3	$76K	Hold	415	–	–	0.03%	310
2015 Q2	$72K	Sell	415 -23	-5%	-$4.23K	0.03%	323
2015 Q1	$85K	Buy	+438	New	+$84.9K	0.04%	299

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SPG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 234 shares — an estimated $48K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SPG in Q1 2015 and held it in 7 quarters. The position peaked at $85K in Q1 2015. 710 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 234 Simon Property Group shares in Q4 2016, an estimated $48K.
Integrated Wealth Management (Palm Desert) first reported a position in Simon Property Group in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Simon Property Group position peaked at $85K in Q1 2015.
710 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.