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Wilbanks Smith & Thomas Asset Management’s Simon Property Group SPG Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-293
Closed -$52K – 1168
2018
Q3 		$52K Buy
+293
New +$51.8K ﹤0.01% 676

Other funds holding SPG

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BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SPG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 293 shares — an estimated $52K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SPG in Q3 2018 and held it in 1 quarter. The position peaked at $52K in Q3 2018. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 293 Simon Property Group shares in Q4 2018, an estimated $52K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Simon Property Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Simon Property Group position peaked at $52K in Q3 2018.
  • 784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.