Atherton Lane Advisers’s Simon Property Group SPG Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$796K	Sell	4,093 -613	-13%	-$119K	0.05%	117
2015 Q3	$865K	Sell	4,706 -654	-12%	-$120K	0.05%	111
2015 Q2	$927K	Sell	5,360 -349	-6%	-$64.1K	0.05%	111
2015 Q1	$1.12M	Sell	5,709 -1,053	-16%	-$204K	0.06%	105
2014 Q4	$1.23M	Buy	6,762 +25	+0.4%	+$4.43K	0.07%	102
2014 Q3	$1.11M	Buy	6,737 +843	+14%	+$142K	0.06%	106
2014 Q2	$980K	Buy	+5,894	New	+$962K	0.05%	110

Other funds holding SPG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Atherton Lane Advisers's SPG Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Simon Property Group (SPG) stake by 13% in Q4 2015, selling an estimated $119K and leaving 4,093 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #117.

Atherton Lane Advisers first reported a position in SPG in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2014. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2015.

Atherton Lane Advisers held 4,093 shares of Simon Property Group worth $796K as of Q4 2015.
Atherton Lane Advisers sold 613 Simon Property Group shares in Q4 2015, an estimated $119K.
Simon Property Group made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #117 holding.
Atherton Lane Advisers first reported a position in Simon Property Group in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's Simon Property Group position peaked at $1.23M in Q4 2014.
673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.