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Wealthfront’s Simon Property Group SPG Stock Holding History

Wealthfront’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
Q3 		$4.09M Sell
23,154
-237
-1% -$41.9K 0.04% 74
2018
Q2 		$3.98M Buy
23,391
+4,102
+21% +$653K 0.04% 69
2018
Q1 		$2.98M Sell
19,289
-192
-1% -$30.5K 0.03% 92
2017
Q4 		$3.35M Buy
19,481
+12,193
+167% +$1.98M 0.04% 78
2017
Q3 		$1.17M Buy
7,288
+4,364
+149% +$697K 0.02% 166
2017
Q2 		$473K Buy
2,924
+529
+22% +$86.1K 0.01% 280
2017
Q1 		$412K Sell
2,395
-594
-20% -$106K 0.01% 270
2016
Q4 		$531K Sell
2,989
-4,649
-61% -$863K 0.01% 185
2016
Q3 		$1.58M Buy
7,638
+741
+11% +$161K 0.04% 75
2016
Q2 		$1.5M Buy
6,897
+680
+11% +$139K 0.04% 76
2016
Q1 		$1.29M Buy
6,217
+957
+18% +$184K 0.04% 79
2015
Q4 		$1.02M Buy
5,260
+232
+5% +$44.9K 0.04% 84
2015
Q3 		$924K Buy
5,028
+2,504
+99% +$459K 0.04% 85
2015
Q2 		$437K Sell
2,524
-284
-10% -$52.2K 0.02% 126
2015
Q1 		$549K Buy
2,808
+908
+48% +$176K 0.03% 76
2014
Q4 		$346K Buy
1,900
+369
+24% +$65.5K 0.02% 103
2014
Q3 		$252K Buy
1,531
+318
+26% +$53.5K 0.02% 118
2014
Q2 		$202K Buy
1,213
+366
+43% +$59.8K 0.02% 107
2014
Q1 		$131K Buy
+847
New +$126K 0.02% 97

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's SPG Position: Q3 2018 in Review

Wealthfront reduced its Simon Property Group (SPG) stake by 1% in Q3 2018, selling an estimated $41.9K and leaving 23,154 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #74.

Wealthfront first reported a position in SPG in Q1 2014 and has held it in 19 quarters since. 735 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

  • Wealthfront held 23,154 shares of Simon Property Group worth $4.09M as of Q3 2018.
  • Wealthfront sold 237 Simon Property Group shares in Q3 2018, an estimated $41.9K.
  • Simon Property Group made up 0.04% of Wealthfront's portfolio in Q3 2018, its #74 holding.
  • Wealthfront first reported a position in Simon Property Group in Q1 2014 and has held it in 19 quarters since.
  • 735 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.