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Royal Fund Management’s Simon Property Group SPG Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-18
Closed – – 507
2020
Q1 		$0 Buy
+18
New +$2.15K ﹤0.01% 720
2019
Q1 		– Sell
-13
Closed -$2K – 667
2018
Q4 		$2K Buy
+13
New +$2.32K ﹤0.01% 496
2017
Q4 		– Sell
-25
Closed -$4K – 691
2017
Q3 		$4K Sell
25
-5
-17% -$799 ﹤0.01% 382
2017
Q2 		$4K Buy
30
+16
+114% +$2.6K ﹤0.01% 344
2017
Q1 		$2K Buy
+14
New +$2.5K ﹤0.01% 371

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Fund Management's SPG Position: Q2 2020 in Review

Royal Fund Management sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 18 shares.

Royal Fund Management first reported a position in SPG in Q1 2017 and held it in 5 quarters. The position peaked at $4K in Q3 2017. 675 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Royal Fund Management reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 18 Simon Property Group shares in Q2 2020.
  • Royal Fund Management first reported a position in Simon Property Group in Q1 2017 and held it in 5 quarters.
  • Royal Fund Management's Simon Property Group position peaked at $4K in Q3 2017.
  • 675 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.