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

Signature Wealth Management 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
2020
Q2 		– Sell
-20,859
Closed -$1.14M – 72
2020
Q1 		$1.14M Buy
20,859
+578
+3% +$69.1K 1.01% 39
2019
Q4 		$3.02M Buy
20,281
+88
+0.4% +$13.2K 1.91% 26
2019
Q3 		$3.14M Buy
20,193
+370
+2% +$57.5K 2.08% 24
2019
Q2 		$3.23M Buy
19,823
+7
+0% +$1.21K 2.16% 20
2019
Q1 		$3.61M Sell
19,816
-43
-0.2% -$7.64K 2.53% 8
2018
Q4 		$3.34M Sell
19,859
-160
-0.8% -$28.6K 2.59% 6
2018
Q3 		$3.62M Sell
20,019
-128
-0.6% -$22.6K 2.69% 6
2018
Q2 		$3.43M Buy
20,147
+90
+0.4% +$14.3K 2.54% 9
2018
Q1 		$3.1M Buy
20,057
+330
+2% +$52.5K 2.39% 11
2017
Q4 		$3.39M Buy
+19,727
New +$3.2M 2.48% 12

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Signature Wealth Management Group's SPG Position: Q2 2020 in Review

Signature Wealth Management Group sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 20,859 shares — an estimated $1.14M sold.

Signature Wealth Management Group first reported a position in SPG in Q4 2017 and held it in 10 quarters. The position peaked at $3.62M in Q3 2018. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Signature Wealth Management Group reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Signature Wealth Management Group sold 20,859 Simon Property Group shares in Q2 2020, an estimated $1.14M.
  • Signature Wealth Management Group first reported a position in Simon Property Group in Q4 2017 and held it in 10 quarters.
  • Signature Wealth Management Group's Simon Property Group position peaked at $3.62M in Q3 2018.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Signature Wealth Management Group's 13F filing for Q2 2020, filed 20 Jul 2020.