Bell Rock Capital’s Simon Property Group SPG Stock Holding History

Bell Rock Capital’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
2017 Q3	–	Sell	-250	Closed	-$40K	–	421
2017 Q2	$40K	Buy	+250	New	+$40.7K	0.02%	244

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

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

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

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

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

AAMU

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell Rock Capital's SPG Position: Q3 2017 in Review

Bell Rock Capital sold out of Simon Property Group (SPG) in Q3 2017, closing a stake of 250 shares — an estimated $40K sold.

Bell Rock Capital first reported a position in SPG in Q2 2017 and held it in 1 quarter. The position peaked at $40K in Q2 2017. 654 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

Bell Rock Capital reported no remaining Simon Property Group position as of Q3 2017 after selling out during the quarter.
Bell Rock Capital sold 250 Simon Property Group shares in Q3 2017, an estimated $40K.
Bell Rock Capital first reported a position in Simon Property Group in Q2 2017 and held it in 1 quarter.
Bell Rock Capital's Simon Property Group position peaked at $40K in Q2 2017.
654 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on Bell Rock Capital's 13F filing for Q3 2017, filed 6 Dec 2018.