JOYN Advisors’s Simon Property Group SPG Stock Holding History

JOYN 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
2019 Q1	–	Sell	-601	Closed	-$101K	–	1204
2018 Q4	$101K	Buy	601 +107	+22%	+$19.1K	0.02%	197
2018 Q3	$87K	Buy	494 +18	+4%	+$3.18K	0.02%	249
2018 Q2	$81K	Buy	476 +442	+1,300%	+$70.3K	0.02%	269
2018 Q1	$5K	Buy	+34	New	+$5.41K	﹤0.01%	873

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JOYN Advisors's SPG Position: Q1 2019 in Review

JOYN Advisors sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 601 shares — an estimated $101K sold.

JOYN Advisors first reported a position in SPG in Q1 2018 and held it in 4 quarters. The position peaked at $101K in Q4 2018. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

JOYN Advisors reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 601 Simon Property Group shares in Q1 2019, an estimated $101K.
JOYN Advisors first reported a position in Simon Property Group in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Simon Property Group position peaked at $101K in Q4 2018.
804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.