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

Aviance 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
2019 Q1	$12.1M	Sell	66,645 -14,804	-18%	-$2.63M	1.82%	10
2018 Q4	$13.7M	Sell	81,449 -1,749	-2%	-$313K	1.92%	8
2018 Q3	$14.7M	Sell	83,198 -12,941	-13%	-$2.29M	1.44%	19
2018 Q2	$16.4M	Buy	96,139 +73,588	+326%	+$11.7M	1.37%	19
2018 Q1	$3.48M	Sell	22,551 -75,700	-77%	-$12M	0.27%	68
2017 Q4	$16.9M	Buy	+98,251	New	+$16M	1.2%	20

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aviance Capital Management's SPG Position: Q1 2019 in Review

Aviance Capital Management reduced its Simon Property Group (SPG) stake by 18% in Q1 2019, selling an estimated $2.63M and leaving 66,645 shares worth $12.1M. The position accounts for 1.82% of the portfolio, ranked #10.

Aviance Capital Management first reported a position in SPG in Q4 2017 and has held it in 6 quarters since. The position peaked at $16.9M in Q4 2017. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

Aviance Capital Management held 66,645 shares of Simon Property Group worth $12.1M as of Q1 2019.
Aviance Capital Management sold 14,804 Simon Property Group shares in Q1 2019, an estimated $2.63M.
Simon Property Group made up 1.82% of Aviance Capital Management's portfolio in Q1 2019, its #10 holding.
Aviance Capital Management first reported a position in Simon Property Group in Q4 2017 and has held it in 6 quarters since.
Aviance Capital Management's Simon Property Group position peaked at $16.9M in Q4 2017.
804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.