Advantage Investment Management’s Simon Property Group SPG Stock Holding History

Advantage Investment 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	-132	Closed	-$23K	–	1068
2018 Q3	$23K	Hold	132	–	–	0.01%	547
2018 Q2	$22K	Hold	132	–	–	0.02%	525
2018 Q1	$20K	Sell	132 -50	-27%	-$7.95K	0.01%	551
2017 Q4	$31K	Sell	182 -58	-24%	-$9.42K	0.01%	495
2017 Q3	$39K	Sell	240 -7	-3%	-$1.12K	0.01%	442
2017 Q2	$40K	Buy	247 +10	+4%	+$1.63K	0.01%	434
2017 Q1	$41K	Sell	237 -84	-26%	-$15K	0.02%	383
2016 Q4	$57K	Buy	321 +171	+114%	+$31.8K	0.02%	308
2016 Q3	$31K	Buy	150 +100	+200%	+$21.7K	0.01%	431
2016 Q2	$9K	Hold	50	–	–	﹤0.01%	613
2016 Q1	$9K	Sell	50 -55	-52%	-$10.6K	﹤0.01%	581
2015 Q4	$20K	Sell	105 -120	-53%	-$23.2K	0.01%	469
2015 Q3	$40K	Hold	225	–	–	0.02%	349
2015 Q2	$40K	Hold	225	–	–	0.02%	374
2015 Q1	$40K	Hold	225	–	–	0.02%	354
2014 Q4	$40K	Buy	+225	New	+$39.9K	0.03%	334

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's SPG Position: Q4 2018 in Review

Advantage Investment Management sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 132 shares — an estimated $23K sold.

Advantage Investment Management first reported a position in SPG in Q4 2014 and held it in 16 quarters. The position peaked at $57K in Q4 2016. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Advantage Investment Management reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 132 Simon Property Group shares in Q4 2018, an estimated $23K.
Advantage Investment Management first reported a position in Simon Property Group in Q4 2014 and held it in 16 quarters.
Advantage Investment Management's Simon Property Group position peaked at $57K in Q4 2016.
784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.