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

AUA 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
2018
Q1 		– Sell
-150
Closed -$26K – 210
2017
Q4 		$26K Hold
150
– – 0.02% 140
2017
Q3 		$24K Hold
150
– – 0.02% 141
2017
Q2 		$24K Buy
+150
New +$24.4K 0.02% 141

Other funds holding SPG

Vanguard Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AUA Capital Management's SPG Position: Q1 2018 in Review

AUA Capital Management sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 150 shares — an estimated $26K sold.

AUA Capital Management first reported a position in SPG in Q2 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • AUA Capital Management reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • AUA Capital Management sold 150 Simon Property Group shares in Q1 2018, an estimated $26K.
  • AUA Capital Management first reported a position in Simon Property Group in Q2 2017 and held it in 3 quarters.
  • AUA Capital Management's Simon Property Group position peaked at $26K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on AUA Capital Management's 13F filing for Q1 2018, filed 15 May 2018.