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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WFG Advisors's SPG Position: Q2 2017 in Review

WFG Advisors increased its Simon Property Group (SPG) stake by 1.3% in Q2 2017, buying an estimated $3.74K and bringing the position to 1,841 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #287.

WFG Advisors first reported a position in SPG in Q2 2013 and has held it in 17 quarters since. The position peaked at $654K in Q2 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • WFG Advisors held 1,841 shares of Simon Property Group worth $298K as of Q2 2017.
  • WFG Advisors bought 23 Simon Property Group shares in Q2 2017, an estimated $3.74K.
  • Simon Property Group made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #287 holding.
  • WFG Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Simon Property Group position peaked at $654K in Q2 2016.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.