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Walled Lake Planning & Wealth Management’s Simon Property Group SPG Stock Holding History

Walled Lake Planning & 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
Q3 		– Sell
-12
Closed -$1K – 362
2020
Q2 		$1K Hold
12
– – ﹤0.01% 321
2020
Q1 		$1K Sell
12
-22,285
-100% -$2.66M ﹤0.01% 309
2019
Q4 		$3.32M Buy
+22,297
New +$3.34M 2.4% 23

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SPG Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in SPG in Q4 2019 and held it in 3 quarters. The position peaked at $3.32M in Q4 2019. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 12 Simon Property Group shares in Q3 2020, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Simon Property Group in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Simon Property Group position peaked at $3.32M in Q4 2019.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.