Taylor Wealth Management Partners’s Simon Property Group SPG Stock Holding History

Taylor Wealth Management 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
2015 Q3	–	Sell	-175	Closed	-$30K	–	177
2015 Q2	$30K	Sell	175 -25	-13%	-$4.59K	0.01%	112
2015 Q1	$39K	Buy	+200	New	+$38.8K	0.01%	89

Other funds holding SPG

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Taylor Wealth Management Partners's SPG Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Simon Property Group (SPG) in Q3 2015, closing a stake of 175 shares — an estimated $30K sold.

Taylor Wealth Management Partners first reported a position in SPG in Q1 2015 and held it in 2 quarters. The position peaked at $39K in Q1 2015. 665 funds tracked by Wall St. Rank hold SPG as of Q3 2015.

Taylor Wealth Management Partners reported no remaining Simon Property Group position as of Q3 2015 after selling out during the quarter.
Taylor Wealth Management Partners sold 175 Simon Property Group shares in Q3 2015, an estimated $30K.
Taylor Wealth Management Partners first reported a position in Simon Property Group in Q1 2015 and held it in 2 quarters.
Taylor Wealth Management Partners's Simon Property Group position peaked at $39K in Q1 2015.
665 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.