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

Armbruster 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
Q4 		– Sell
-60
Closed -$10K – 282
2017
Q3 		$10K Hold
60
– – 0.01% 195
2017
Q2 		$10K Sell
60
-20
-25% -$3.26K 0.01% 213
2017
Q1 		$14K Hold
80
– – 0.01% 203
2016
Q4 		$14K Hold
80
– – 0.01% 198
2016
Q3 		$17K Hold
80
– – 0.01% 190
2016
Q2 		$17K Buy
+80
New +$16.3K 0.01% 197

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Armbruster Capital Management's SPG Position: Q4 2017 in Review

Armbruster Capital Management sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 60 shares — an estimated $10K sold.

Armbruster Capital Management first reported a position in SPG in Q2 2016 and held it in 6 quarters. The position peaked at $17K in Q3 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

  • Armbruster Capital Management reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
  • Armbruster Capital Management sold 60 Simon Property Group shares in Q4 2017, an estimated $10K.
  • Armbruster Capital Management first reported a position in Simon Property Group in Q2 2016 and held it in 6 quarters.
  • Armbruster Capital Management's Simon Property Group position peaked at $17K in Q3 2016.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Armbruster Capital Management's 13F filing for Q4 2017, filed 2 Feb 2018.