WFG Advisors’s Simon Property Group SPG Stock Holding History

WFG Advisors’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
2017 Q2	$298K	Buy	1,841 +23	+1%	+$3.74K	0.07%	287
2017 Q1	$313K	Sell	1,818 -796	-30%	-$142K	0.08%	254
2016 Q4	$464K	Sell	2,614 -302	-10%	-$56.1K	0.11%	215
2016 Q3	$604K	Sell	2,916 -97	-3%	-$21K	0.15%	160
2016 Q2	$654K	Buy	3,013 +203	+7%	+$41.4K	0.17%	143
2016 Q1	$584K	Sell	2,810 -97	-3%	-$18.6K	0.17%	152
2015 Q4	$565K	Buy	2,907 +804	+38%	+$156K	0.17%	147
2015 Q3	$386K	Sell	2,103 -397	-16%	-$72.8K	0.12%	183
2015 Q2	$433K	Buy	2,500 +64	+3%	+$11.8K	0.12%	190
2015 Q1	$477K	Buy	2,436 +19	+0.8%	+$3.68K	0.13%	183
2014 Q4	$440K	Buy	2,417 +1,488	+160%	+$264K	0.09%	247
2014 Q3	$153K	Buy	929 +239	+35%	+$40.2K	0.03%	518
2014 Q2	$115K	Buy	690 +312	+83%	+$50.9K	0.02%	610
2014 Q1	$58K	Hold	378	–	–	0.01%	851
2013 Q4	$54K	Hold	378	–	–	0.01%	972
2013 Q3	$53K	Sell	378 -64	-14%	-$9.29K	0.01%	909
2013 Q2	$66K	Buy	+442	New	+$70.9K	0.01%	791

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return