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1st Global Advisors’s Simon Property Group SPG Stock Holding History

1st Global 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 		$1.92M Sell
11,858
-441
-4% -$71.8K 0.22% 56
2017
Q1 		$2.12M Buy
12,299
+575
+5% +$103K 0.25% 49
2016
Q4 		$2.08M Sell
11,724
-2,654
-18% -$493K 0.26% 49
2016
Q3 		$2.98M Sell
14,378
-804
-5% -$174K 0.39% 27
2016
Q2 		$3.29M Buy
15,182
+286
+2% +$58.4K 0.46% 22
2016
Q1 		$3.09M Buy
14,896
+2,487
+20% +$478K 0.44% 21
2015
Q4 		$2.41M Sell
12,409
-38
-0.3% -$7.36K 0.37% 28
2015
Q3 		$2.29M Buy
12,447
+1,362
+12% +$250K 0.36% 30
2015
Q2 		$1.26K Sell
11,085
-159
-1% -$29.2K 0.19% 71
2015
Q1 		$2.2M Sell
11,244
-193
-2% -$37.4K 0.32% 40
2014
Q4 		$2.08M Buy
11,437
+346
+3% +$61.4K 0.3% 38
2014
Q3 		$1.82M Buy
11,091
+185
+2% +$31.1K 0.29% 41
2014
Q2 		$1.81M Buy
10,906
+2,283
+26% +$373K 0.27% 42
2014
Q1 		$1.33M Sell
8,623
-272
-3% -$40.5K 0.25% 45
2013
Q4 		$1.27M Buy
8,895
+909
+11% +$131K 0.24% 54
2013
Q3 		$1.11M Buy
7,986
+1,023
+15% +$149K 0.23% 55
2013
Q2 		$1.03M Buy
+6,963
New +$1.12M 0.23% 55

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
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

1st Global Advisors's SPG Position: Q2 2017 in Review

1st Global Advisors reduced its Simon Property Group (SPG) stake by 3.6% in Q2 2017, selling an estimated $71.8K and leaving 11,858 shares worth $1.92M. The position accounts for 0.22% of the portfolio, ranked #56.

1st Global Advisors first reported a position in SPG in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.29M in Q2 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • 1st Global Advisors held 11,858 shares of Simon Property Group worth $1.92M as of Q2 2017.
  • 1st Global Advisors sold 441 Simon Property Group shares in Q2 2017, an estimated $71.8K.
  • Simon Property Group made up 0.22% of 1st Global Advisors's portfolio in Q2 2017, its #56 holding.
  • 1st Global Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 17 quarters since.
  • 1st Global Advisors's Simon Property Group position peaked at $3.29M in Q2 2016.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.