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Personal Wealth Partners’s Simon Property Group SPG Stock Holding History

Personal Wealth Partners’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
2019
Q4 		– Sell
-26
Closed -$4K – 660
2019
Q3 		$4K Buy
+26
New +$4.04K ﹤0.01% 294

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AAMU
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Northern Trust
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Personal Wealth Partners's SPG Position: Q4 2019 in Review

Personal Wealth Partners sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 26 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in SPG in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

  • Personal Wealth Partners reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 26 Simon Property Group shares in Q4 2019, an estimated $4K.
  • Personal Wealth Partners first reported a position in Simon Property Group in Q3 2019 and held it in 1 quarter.
  • Personal Wealth Partners's Simon Property Group position peaked at $4K in Q3 2019.
  • 787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.