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Sound View Wealth Advisors’s Simon Property Group SPG Stock Holding History

Sound View 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 		$546K Buy
2,995
+352
+13% +$62.6K 0.17% 130
2018
Q4 		$444K Buy
+2,643
New +$473K 0.16% 136

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

Sound View Wealth Advisors's SPG Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Simon Property Group (SPG) stake by 13% in Q1 2019, buying an estimated $62.6K and bringing the position to 2,995 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #130.

Sound View Wealth Advisors first reported a position in SPG in Q4 2018 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

  • Sound View Wealth Advisors held 2,995 shares of Simon Property Group worth $546K as of Q1 2019.
  • Sound View Wealth Advisors bought 352 Simon Property Group shares in Q1 2019, an estimated $62.6K.
  • Simon Property Group made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #130 holding.
  • Sound View Wealth Advisors first reported a position in Simon Property Group in Q4 2018 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.