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Regal Wealth Group’s Simon Property Group SPG Stock Holding History

Regal Wealth Group’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
2016
Q4 		– Sell
-22
Closed -$5K – 184
2016
Q3 		$5K Hold
22
– – ﹤0.01% 144
2016
Q2 		$5K Buy
+22
New +$4.49K ﹤0.01% 145

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Regal Wealth Group's SPG Position: Q4 2016 in Review

Regal Wealth Group sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 22 shares — an estimated $5K sold.

Regal Wealth Group first reported a position in SPG in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • Regal Wealth Group reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 22 Simon Property Group shares in Q4 2016, an estimated $5K.
  • Regal Wealth Group first reported a position in Simon Property Group in Q2 2016 and held it in 2 quarters.
  • Regal Wealth Group's Simon Property Group position peaked at $5K in Q3 2016.
  • 709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.