Mosaic Family Wealth’s Simon Property Group SPG Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-90	Closed	-$14K	–	889
2017 Q3	$14K	Buy	+90	New	+$14.4K	0.01%	533

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

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

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

AAMU

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's SPG Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 90 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in SPG in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

Mosaic Family Wealth reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 90 Simon Property Group shares in Q4 2017, an estimated $14K.
Mosaic Family Wealth first reported a position in Simon Property Group in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Simon Property Group position peaked at $14K in Q3 2017.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.