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Triangle Securities Wealth Management’s Simon Property Group SPG Stock Holding History

Triangle Securities 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
2020
Q1 		– Sell
-3,724
Closed -$555K – 165
2019
Q4 		$555K Buy
3,724
+85
+2% +$12.7K 0.24% 109
2019
Q3 		$566K Buy
+3,639
New +$566K 0.28% 98

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triangle Securities Wealth Management's SPG Position: Q1 2020 in Review

Triangle Securities Wealth Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 3,724 shares — an estimated $555K sold.

Triangle Securities Wealth Management first reported a position in SPG in Q3 2019 and held it in 2 quarters. The position peaked at $566K in Q3 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Triangle Securities Wealth Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,724 Simon Property Group shares in Q1 2020, an estimated $555K.
  • Triangle Securities Wealth Management first reported a position in Simon Property Group in Q3 2019 and held it in 2 quarters.
  • Triangle Securities Wealth Management's Simon Property Group position peaked at $566K in Q3 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2020, filed 6 Apr 2020.