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River Wealth Advisors’s Simon Property Group SPG Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-277
Closed -$47K – 439
2018
Q4 		$47K Hold
277
– – 0.02% 253
2018
Q3 		$49K Hold
277
– – 0.02% 278
2018
Q2 		$47K Buy
+277
New +$44.1K 0.02% 278

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

River Wealth Advisors's SPG Position: Q1 2019 in Review

River Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 277 shares — an estimated $47K sold.

River Wealth Advisors first reported a position in SPG in Q2 2018 and held it in 3 quarters. The position peaked at $49K in Q3 2018. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

  • River Wealth Advisors reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 277 Simon Property Group shares in Q1 2019, an estimated $47K.
  • River Wealth Advisors first reported a position in Simon Property Group in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Simon Property Group position peaked at $49K in Q3 2018.
  • 804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.