WealthOne’s Simon Property Group SPG Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-280	Closed	-$47K	–	470
2018 Q4	$47K	Buy	+280	New	+$50.1K	0.04%	182

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthOne's SPG Position: Q1 2019 in Review

WealthOne sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 280 shares — an estimated $47K sold.

WealthOne first reported a position in SPG in Q4 2018 and held it in 1 quarter. The position peaked at $47K in Q4 2018. 805 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

WealthOne reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
WealthOne sold 280 Simon Property Group shares in Q1 2019, an estimated $47K.
WealthOne first reported a position in Simon Property Group in Q4 2018 and held it in 1 quarter.
WealthOne's Simon Property Group position peaked at $47K in Q4 2018.
805 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.