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

Patriot 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	-41,662	Closed	-$6.43M	–	88
2018 Q1	$6.43M	Buy	41,662 +967	+2%	+$154K	0.92%	42
2017 Q4	$6.99M	Buy	40,695 +616	+2%	+$100K	0.99%	37
2017 Q3	$6.45M	Buy	40,079 +361	+0.9%	+$57.7K	1.05%	33
2017 Q2	$6.42M	Buy	+39,718	New	+$6.47M	1.08%	36
2016 Q3	–	Sell	-25,730	Closed	-$5.58M	–	73
2016 Q2	$5.58M	Buy	+25,730	New	+$5.25M	1.1%	34
2016 Q1	–	Sell	-44,865	Closed	-$8.72M	–	73
2015 Q4	$8.72M	Buy	44,865 +1,603	+4%	+$311K	1.81%	15
2015 Q3	$7.95M	Buy	+43,262	New	+$7.93M	1.84%	13

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Patriot Wealth Management sold out of Simon Property Group (SPG) in Q2 2018, closing a stake of 41,662 shares — an estimated $6.43M sold.

Patriot Wealth Management first reported a position in SPG in Q3 2015 and held it in 7 quarters. The position peaked at $8.72M in Q4 2015. 713 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

Patriot Wealth Management reported no remaining Simon Property Group position as of Q2 2018 after selling out during the quarter.
Patriot Wealth Management sold 41,662 Simon Property Group shares in Q2 2018, an estimated $6.43M.
Patriot Wealth Management first reported a position in Simon Property Group in Q3 2015 and held it in 7 quarters.
Patriot Wealth Management's Simon Property Group position peaked at $8.72M in Q4 2015.
713 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on Patriot Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.