KJWM
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Kiley Juergens Wealth Management’s Simon Property Group SPG Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-44
Closed -$7K – 547
2018
Q3 		$7K Hold
44
– – 0.01% 506
2018
Q2 		$7K Buy
+44
New +$7K 0.01% 462
2018
Q1 		– Sell
-44
Closed -$7K – 518
2017
Q4 		$7K Buy
+44
New +$7.15K 0.01% 512

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kiley Juergens Wealth Management's SPG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 44 shares — an estimated $7K sold.

Kiley Juergens Wealth Management first reported a position in SPG in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 785 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 44 Simon Property Group shares in Q4 2018, an estimated $7K.
  • Kiley Juergens Wealth Management first reported a position in Simon Property Group in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Simon Property Group position peaked at $7K in Q3 2018.
  • 785 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.