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Western Wealth Management’s Simon Property Group SPG Stock Holding History

Western 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
2019
Q3 		– Sell
-1,440
Closed -$231K – 419
2019
Q2 		$231K Buy
1,440
+36
+3% +$6.2K 0.03% 360
2019
Q1 		$255K Buy
1,404
+5
+0.4% +$889 0.06% 316
2018
Q4 		$239K Buy
+1,399
New +$250K 0.06% 291

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Wealth Management's SPG Position: Q3 2019 in Review

Western Wealth Management sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 1,440 shares — an estimated $231K sold.

Western Wealth Management first reported a position in SPG in Q4 2018 and held it in 3 quarters. The position peaked at $255K in Q1 2019. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

  • Western Wealth Management reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
  • Western Wealth Management sold 1,440 Simon Property Group shares in Q3 2019, an estimated $231K.
  • Western Wealth Management first reported a position in Simon Property Group in Q4 2018 and held it in 3 quarters.
  • Western Wealth Management's Simon Property Group position peaked at $255K in Q1 2019.
  • 767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Western Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.