BFG
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Beacon Financial Group’s Simon Property Group SPG Stock Holding History

Beacon Financial Group’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 		– Sell
-3,022
Closed -$505K – 199
2014
Q2 		$505K Sell
3,022
-924
-23% -$151K 0.11% 114
2014
Q1 		$608K Buy
+3,946
New +$588K 0.13% 107

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

Beacon Financial Group's SPG Position: Q3 2014 in Review

Beacon Financial Group sold out of Simon Property Group (SPG) in Q3 2014, closing a stake of 3,022 shares — an estimated $505K sold.

Beacon Financial Group first reported a position in SPG in Q1 2014 and held it in 2 quarters. The position peaked at $608K in Q1 2014. 598 funds tracked by Wall St. Rank hold SPG as of Q3 2014.

  • Beacon Financial Group reported no remaining Simon Property Group position as of Q3 2014 after selling out during the quarter.
  • Beacon Financial Group sold 3,022 Simon Property Group shares in Q3 2014, an estimated $505K.
  • Beacon Financial Group first reported a position in Simon Property Group in Q1 2014 and held it in 2 quarters.
  • Beacon Financial Group's Simon Property Group position peaked at $608K in Q1 2014.
  • 598 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2014.

Based on Beacon Financial Group's 13F filing for Q3 2014, filed 2 Oct 2014.