Alexandria Capital’s Simon Property Group SPG Stock Holding History

Alexandria Capital’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 Q4	–	Sell	-57	Closed	-$9K	–	472
2017 Q3	$9K	Hold	57	–	–	﹤0.01%	425
2017 Q2	$9K	Hold	57	–	–	﹤0.01%	434
2017 Q1	$10K	Hold	57	–	–	﹤0.01%	416
2016 Q4	$10K	Hold	57	–	–	﹤0.01%	410
2016 Q3	$12K	Hold	57	–	–	﹤0.01%	396
2016 Q2	$12K	Hold	57	–	–	﹤0.01%	383
2016 Q1	$12K	Hold	57	–	–	﹤0.01%	396
2015 Q4	$11K	Hold	57	–	–	﹤0.01%	439
2015 Q3	$10K	Hold	57	–	–	﹤0.01%	408
2015 Q2	$10K	Buy	+57	New	+$10.5K	﹤0.01%	423
2015 Q1	–	Sell	-57	Closed	-$10K	–	637
2014 Q4	$10K	Hold	57	–	–	﹤0.01%	367
2014 Q3	$9K	Hold	57	–	–	﹤0.01%	361
2014 Q2	$9K	Sell	57 -4	-7%	-$653	﹤0.01%	373
2014 Q1	$9K	Hold	61	–	–	﹤0.01%	376
2013 Q4	$9K	Hold	61	–	–	﹤0.01%	378
2013 Q3	$8K	Sell	61 -20	-25%	-$2.9K	﹤0.01%	392
2013 Q2	$12K	Buy	+81	New	+$13K	0.01%	363

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alexandria Capital's SPG Position: Q4 2017 in Review

Alexandria Capital sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 57 shares — an estimated $9K sold.

Alexandria Capital first reported a position in SPG in Q2 2013 and held it in 17 quarters. The position peaked at $12K in Q3 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

Alexandria Capital reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 57 Simon Property Group shares in Q4 2017, an estimated $9K.
Alexandria Capital first reported a position in Simon Property Group in Q2 2013 and held it in 17 quarters.
Alexandria Capital's Simon Property Group position peaked at $12K in Q3 2016.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.