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Boston Private Bank & Trust’s Simon Property Group SPG Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$237K Hold
1,210
– – 0.01% 371
2014
Q4 		$220K Buy
1,210
+83
+7% +$14.7K 0.01% 387
2014
Q3 		$185K Hold
1,127
– – 0.01% 408
2014
Q2 		$187K Buy
1,127
+19
+2% +$3.1K 0.01% 403
2014
Q1 		$171K Hold
1,108
– – 0.01% 411
2013
Q4 		$159K Hold
1,108
– – 0.01% 422
2013
Q3 		$154K Hold
1,108
– – 0.01% 408
2013
Q2 		$165K Buy
+1,108
New +$178K 0.01% 388

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Boston Private Bank & Trust's SPG Position: Q1 2015 in Review

Boston Private Bank & Trust held its Simon Property Group (SPG) position steady in Q1 2015 at 1,210 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #371.

Boston Private Bank & Trust first reported a position in SPG in Q2 2013 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

  • Boston Private Bank & Trust held 1,210 shares of Simon Property Group worth $237K as of Q1 2015.
  • Boston Private Bank & Trust left its Simon Property Group share count unchanged in Q1 2015.
  • Simon Property Group made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #371 holding.
  • Boston Private Bank & Trust first reported a position in Simon Property Group in Q2 2013 and has held it in 8 quarters since.
  • 668 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.