Mariner Wealth Advisors (Cincinnati)’s Simon Property Group SPG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$384K	Hold	2,173	–	–	0.02%	219
2018 Q2	$370K	Hold	2,173	–	–	0.02%	221
2018 Q1	$335K	Hold	2,173	–	–	0.02%	226
2017 Q4	$373K	Hold	2,173	–	–	0.02%	210
2017 Q3	$350K	Sell	2,173 -150	-6%	-$24K	0.02%	203
2017 Q2	$376K	Buy	2,323 +112	+5%	+$18.2K	0.03%	195
2017 Q1	$380K	Hold	2,211	–	–	0.03%	196
2016 Q4	$393K	Hold	2,211	–	–	0.03%	182
2016 Q3	$458K	Sell	2,211 -300	-12%	-$65K	0.04%	169
2016 Q2	$545K	Buy	2,511 +76	+3%	+$15.5K	0.05%	156
2016 Q1	$506K	Buy	+2,435	New	+$468K	0.05%	151

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

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

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

AAMU

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati)'s SPG Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its Simon Property Group (SPG) position steady in Q3 2018 at 2,173 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #219.

Mariner Wealth Advisors (Cincinnati) first reported a position in SPG in Q1 2016 and has held it in 11 quarters since. The position peaked at $545K in Q2 2016. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,173 shares of Simon Property Group worth $384K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its Simon Property Group share count unchanged in Q3 2018.
Simon Property Group made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #219 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Simon Property Group in Q1 2016 and has held it in 11 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Simon Property Group position peaked at $545K in Q2 2016.
734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.