Tower View Wealth Management’s Simon Property Group SPG Stock Holding History

Tower View Wealth 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
2019 Q4	–	Sell	-1,084	Closed	-$169K	–	147
2019 Q3	$169K	Buy	1,084 +76	+8%	+$11.8K	0.14%	63
2019 Q2	$161K	Buy	1,008 +83	+9%	+$14.3K	0.14%	61
2019 Q1	$169K	Buy	925 +165	+22%	+$29.3K	0.15%	58
2018 Q4	$128K	Buy	760 +8	+1%	+$1.43K	0.13%	60
2018 Q3	$133K	Buy	752 +8	+1%	+$1.42K	0.12%	72
2018 Q2	$127K	Sell	744 -7,278	-91%	-$1.16M	0.12%	69
2018 Q1	$1.24M	Buy	8,022 +322	+4%	+$51.2K	1.24%	42
2017 Q4	$1.32M	Buy	+7,700	New	+$1.25M	1.22%	38

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower View Wealth Management's SPG Position: Q4 2019 in Review

Tower View Wealth Management sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 1,084 shares — an estimated $169K sold.

Tower View Wealth Management first reported a position in SPG in Q4 2017 and held it in 8 quarters. The position peaked at $1.32M in Q4 2017. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

Tower View Wealth Management reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
Tower View Wealth Management sold 1,084 Simon Property Group shares in Q4 2019, an estimated $169K.
Tower View Wealth Management first reported a position in Simon Property Group in Q4 2017 and held it in 8 quarters.
Tower View Wealth Management's Simon Property Group position peaked at $1.32M in Q4 2017.
787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Tower View Wealth Management's 13F filing for Q4 2019, filed 13 Jan 2020.