TRUE Private Wealth Advisors’s Simon Property Group SPG Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-251	Closed	-$13K	–	743
2020 Q1	$13K	Sell	251 -179	-42%	-$21.4K	﹤0.01%	417
2019 Q4	$64K	Buy	+430	New	+$64.5K	0.01%	338
2019 Q3	–	Sell	-1,608	Closed	-$257K	–	634
2019 Q2	$257K	Buy	1,608 +303	+23%	+$52.2K	0.04%	172
2019 Q1	$237K	Hold	1,305	–	–	0.05%	182
2018 Q4	$219K	Buy	1,305 +423	+48%	+$75.6K	0.04%	215
2018 Q3	$156K	Buy	+882	New	+$156K	0.02%	297

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TRUE Private Wealth Advisors's SPG Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 251 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in SPG in Q3 2018 and held it in 6 quarters. The position peaked at $257K in Q2 2019. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 251 Simon Property Group shares in Q2 2020, an estimated $13K.
TRUE Private Wealth Advisors first reported a position in Simon Property Group in Q3 2018 and held it in 6 quarters.
TRUE Private Wealth Advisors's Simon Property Group position peaked at $257K in Q2 2019.
676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.