Watermark Asset Management’s Simon Property Group SPG Stock Holding History

Watermark Asset 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
2018 Q4	$48K	Hold	288	–	–	0.02%	91
2018 Q3	$51K	Hold	288	–	–	0.02%	94
2018 Q2	$49K	Hold	288	–	–	0.02%	91
2018 Q1	$44K	Hold	288	–	–	0.02%	101
2017 Q4	$49K	Hold	288	–	–	0.02%	99
2017 Q3	$46K	Hold	288	–	–	0.02%	97
2017 Q2	$47K	Hold	288	–	–	0.02%	97
2017 Q1	$50K	Buy	+288	New	+$51.5K	0.02%	93

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AAMU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Watermark Asset Management's SPG Position: Q4 2018 in Review

Watermark Asset Management held its Simon Property Group (SPG) position steady in Q4 2018 at 288 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #91.

Watermark Asset Management first reported a position in SPG in Q1 2017 and has held it in 8 quarters since. The position peaked at $51K in Q3 2018. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Watermark Asset Management held 288 shares of Simon Property Group worth $48K as of Q4 2018.
Watermark Asset Management left its Simon Property Group share count unchanged in Q4 2018.
Simon Property Group made up 0.02% of Watermark Asset Management's portfolio in Q4 2018, its #91 holding.
Watermark Asset Management first reported a position in Simon Property Group in Q1 2017 and has held it in 8 quarters since.
Watermark Asset Management's Simon Property Group position peaked at $51K in Q3 2018.
784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.