United Asset Strategies’s Simon Property Group SPG Stock Holding History

United Asset Strategies’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
2017 Q4	–	Sell	-1,410	Closed	-$227K	–	204
2017 Q3	$227K	Buy	+1,410	New	+$225K	0.13%	118

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

United Asset Strategies's SPG Position: Q4 2017 in Review

United Asset Strategies sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 1,410 shares — an estimated $227K sold.

United Asset Strategies first reported a position in SPG in Q3 2017 and held it in 1 quarter. The position peaked at $227K in Q3 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

United Asset Strategies reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
United Asset Strategies sold 1,410 Simon Property Group shares in Q4 2017, an estimated $227K.
United Asset Strategies first reported a position in Simon Property Group in Q3 2017 and held it in 1 quarter.
United Asset Strategies's Simon Property Group position peaked at $227K in Q3 2017.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on United Asset Strategies's 13F filing for Q4 2017, filed 9 Feb 2018.