YorkBridge Wealth Partners’s Simon Property Group SPG Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-73	Closed	-$12K	–	834
2018 Q2	$12K	Buy	73 +11	+18%	+$1.75K	0.01%	602
2018 Q1	$10K	Buy	62 +23	+59%	+$3.66K	﹤0.01%	617
2017 Q4	$6K	Hold	39	–	–	﹤0.01%	690
2017 Q3	$6K	Buy	+39	New	+$6.23K	﹤0.01%	694

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

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

AAMU

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

YorkBridge Wealth Partners's SPG Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 73 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in SPG in Q3 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 73 Simon Property Group shares in Q3 2018, an estimated $12K.
YorkBridge Wealth Partners first reported a position in Simon Property Group in Q3 2017 and held it in 4 quarters.
YorkBridge Wealth Partners's Simon Property Group position peaked at $12K in Q2 2018.
734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.