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LBA Wealth Management’s Simon Property Group SPG Stock Holding History

LBA 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
2015
Q1 		– Sell
-100
Closed -$18K – 316
2014
Q4 		$18K Buy
+100
New +$17.7K 0.01% 209

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

LBA Wealth Management's SPG Position: Q1 2015 in Review

LBA Wealth Management sold out of Simon Property Group (SPG) in Q1 2015, closing a stake of 100 shares — an estimated $18K sold.

LBA Wealth Management first reported a position in SPG in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 667 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

  • LBA Wealth Management reported no remaining Simon Property Group position as of Q1 2015 after selling out during the quarter.
  • LBA Wealth Management sold 100 Simon Property Group shares in Q1 2015, an estimated $18K.
  • LBA Wealth Management first reported a position in Simon Property Group in Q4 2014 and held it in 1 quarter.
  • LBA Wealth Management's Simon Property Group position peaked at $18K in Q4 2014.
  • 667 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on LBA Wealth Management's 13F filing for Q1 2015, filed 1 May 2015.