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

Merriman 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
Q2 		– Sell
-13,451
Closed -$2.08M – 200
2018
Q1 		$2.08M Sell
13,451
-5,424
-29% -$863K 0.55% 43
2017
Q4 		$3.24M Buy
+18,875
New +$3.07M 0.79% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Merriman Wealth Management's SPG Position: Q2 2018 in Review

Merriman Wealth Management sold out of Simon Property Group (SPG) in Q2 2018, closing a stake of 13,451 shares — an estimated $2.08M sold.

Merriman Wealth Management first reported a position in SPG in Q4 2017 and held it in 2 quarters. The position peaked at $3.24M in Q4 2017. 713 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

  • Merriman Wealth Management reported no remaining Simon Property Group position as of Q2 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 13,451 Simon Property Group shares in Q2 2018, an estimated $2.08M.
  • Merriman Wealth Management first reported a position in Simon Property Group in Q4 2017 and held it in 2 quarters.
  • Merriman Wealth Management's Simon Property Group position peaked at $3.24M in Q4 2017.
  • 713 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on Merriman Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.