SWS Partners’s Simon Property Group SPG Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-116	Closed	-$18K	–	279
2018 Q1	$18K	Buy	116 +2	+2%	+$318	0.01%	226
2017 Q4	$20K	Buy	+114	New	+$18.5K	0.02%	228

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SWS Partners's SPG Position: Q2 2018 in Review

SWS Partners sold out of Simon Property Group (SPG) in Q2 2018, closing a stake of 116 shares — an estimated $18K sold.

SWS Partners first reported a position in SPG in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 713 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

SWS Partners reported no remaining Simon Property Group position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 116 Simon Property Group shares in Q2 2018, an estimated $18K.
SWS Partners first reported a position in Simon Property Group in Q4 2017 and held it in 2 quarters.
SWS Partners's Simon Property Group position peaked at $20K in Q4 2017.
713 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.