WealthStone’s Simon Property Group SPG Stock Holding History

WealthStone’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 Q3	–	Sell	-26	Closed	-$4.15K	–	522
2019 Q2	$4.15K	Buy	+26	New	+$4.48K	﹤0.01%	379

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

AAMU

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WealthStone's SPG Position: Q3 2019 in Review

WealthStone sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 26 shares — an estimated $4.15K sold.

WealthStone first reported a position in SPG in Q2 2019 and held it in 1 quarter. The position peaked at $4.15K in Q2 2019. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

WealthStone reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 26 Simon Property Group shares in Q3 2019, an estimated $4.15K.
WealthStone first reported a position in Simon Property Group in Q2 2019 and held it in 1 quarter.
WealthStone's Simon Property Group position peaked at $4.15K in Q2 2019.
767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.