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

Apex 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
2014
Q1 		– Sell
-1,787
Closed -$256K – 280
2013
Q4 		$256K Sell
1,787
-1,594
-47% -$230K 0.01% 244
2013
Q3 		$472K Hold
3,381
– – 0.02% 195
2013
Q2 		$502K Buy
+3,381
New +$542K 0.02% 182

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Apex Capital Management's SPG Position: Q1 2014 in Review

Apex Capital Management sold out of Simon Property Group (SPG) in Q1 2014, closing a stake of 1,787 shares — an estimated $256K sold.

Apex Capital Management first reported a position in SPG in Q2 2013 and held it in 3 quarters. The position peaked at $502K in Q2 2013. 578 funds tracked by Wall St. Rank hold SPG as of Q1 2014.

  • Apex Capital Management reported no remaining Simon Property Group position as of Q1 2014 after selling out during the quarter.
  • Apex Capital Management sold 1,787 Simon Property Group shares in Q1 2014, an estimated $256K.
  • Apex Capital Management first reported a position in Simon Property Group in Q2 2013 and held it in 3 quarters.
  • Apex Capital Management's Simon Property Group position peaked at $502K in Q2 2013.
  • 578 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2014.

Based on Apex Capital Management's 13F filing for Q1 2014, filed 29 Apr 2014.