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Alethea Capital Management’s Simon Property Group SPG Stock Holding History

Alethea Capital 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
2017
Q1 		– Sell
-7,459
Closed -$1.32M – 102
2016
Q4 		$1.32M Buy
+7,459
New +$1.39M 1.67% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Alethea Capital Management's SPG Position: Q1 2017 in Review

Alethea Capital Management sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 7,459 shares — an estimated $1.32M sold.

Alethea Capital Management first reported a position in SPG in Q4 2016 and held it in 1 quarter. The position peaked at $1.32M in Q4 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • Alethea Capital Management reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
  • Alethea Capital Management sold 7,459 Simon Property Group shares in Q1 2017, an estimated $1.32M.
  • Alethea Capital Management first reported a position in Simon Property Group in Q4 2016 and held it in 1 quarter.
  • Alethea Capital Management's Simon Property Group position peaked at $1.32M in Q4 2016.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Alethea Capital Management's 13F filing for Q1 2017, filed 4 May 2017.