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Lucia Wealth Services’s Simon Property Group SPG Stock Holding History

Lucia Wealth Services’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
-303
Closed -$54K – 213
2018
Q3 		$54K Buy
303
+82
+37% +$14.5K 0.02% 187
2018
Q2 		$38K Buy
221
+142
+180% +$22.6K 0.02% 177
2018
Q1 		$12K Buy
+79
New +$12.6K ﹤0.01% 186

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's SPG Position: Q4 2018 in Review

Lucia Wealth Services sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 303 shares — an estimated $54K sold.

Lucia Wealth Services first reported a position in SPG in Q1 2018 and held it in 3 quarters. The position peaked at $54K in Q3 2018. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

  • Lucia Wealth Services reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 303 Simon Property Group shares in Q4 2018, an estimated $54K.
  • Lucia Wealth Services first reported a position in Simon Property Group in Q1 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Simon Property Group position peaked at $54K in Q3 2018.
  • 784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.