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Banyan Partners’s Simon Property Group SPG Stock Holding History

Banyan Partners’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
Q3 		$1.18M Sell
7,201
-541
-7% -$91.1K 0.1% 212
2014
Q2 		$1.29M Sell
7,742
-8,333
-52% -$1.36M 0.11% 206
2014
Q1 		$2.48M Buy
16,075
+5,229
+48% +$779K 0.21% 128
2013
Q4 		$1.55M Buy
10,846
+9,368
+634% +$1.35M 0.11% 193
2013
Q3 		$206K Buy
+1,478
New +$215K 0.02% 322

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Banyan Partners's SPG Position: Q3 2014 in Review

Banyan Partners reduced its Simon Property Group (SPG) stake by 7% in Q3 2014, selling an estimated $91.1K and leaving 7,201 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #212.

Banyan Partners first reported a position in SPG in Q3 2013 and has held it in 5 quarters since. The position peaked at $2.48M in Q1 2014. 598 funds tracked by Wall St. Rank hold SPG as of Q3 2014.

  • Banyan Partners held 7,201 shares of Simon Property Group worth $1.18M as of Q3 2014.
  • Banyan Partners sold 541 Simon Property Group shares in Q3 2014, an estimated $91.1K.
  • Simon Property Group made up 0.1% of Banyan Partners's portfolio in Q3 2014, its #212 holding.
  • Banyan Partners first reported a position in Simon Property Group in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Simon Property Group position peaked at $2.48M in Q1 2014.
  • 598 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.