Bridges Investment Counsel’s Simon Property Group SPG Stock Holding History

Bridges Investment Counsel’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	-1,530	Closed	-$248K	–	139
2017 Q2	$248K	Buy	+1,530	New	+$249K	0.06%	136
2017 Q1	–	Sell	-1,613	Closed	-$286K	–	142
2016 Q4	$286K	Hold	1,613	–	–	0.07%	128
2016 Q3	$334K	Sell	1,613 -26	-2%	-$5.64K	0.07%	125
2016 Q2	$355K	Sell	1,639 -50	-3%	-$10.2K	0.08%	123
2016 Q1	$351K	Buy	+1,689	New	+$324K	0.08%	126
2015 Q3	–	Sell	-1,699	Closed	-$294K	–	159
2015 Q2	$294K	Hold	1,699	–	–	0.07%	140
2015 Q1	$332K	Hold	1,699	–	–	0.08%	136
2014 Q4	$310K	Sell	1,699 -31	-2%	-$5.5K	0.07%	136
2014 Q3	$285K	Sell	1,730 -500	-22%	-$84.2K	0.07%	144
2014 Q2	$371K	Sell	2,230 -140	-6%	-$22.9K	0.09%	134
2014 Q1	$366K	Hold	2,370	–	–	0.09%	133
2013 Q4	$339K	Sell	2,370 -11	-0.5%	-$1.58K	0.08%	136
2013 Q3	$332K	Hold	2,381	–	–	0.08%	133
2013 Q2	$353K	Buy	+2,381	New	+$382K	0.09%	126

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

Bridges Investment Counsel's SPG Position: Q3 2017 in Review

Bridges Investment Counsel sold out of Simon Property Group (SPG) in Q3 2017, closing a stake of 1,530 shares — an estimated $248K sold.

Bridges Investment Counsel first reported a position in SPG in Q2 2013 and held it in 14 quarters. The position peaked at $371K in Q2 2014. 654 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

Bridges Investment Counsel reported no remaining Simon Property Group position as of Q3 2017 after selling out during the quarter.
Bridges Investment Counsel sold 1,530 Simon Property Group shares in Q3 2017, an estimated $248K.
Bridges Investment Counsel first reported a position in Simon Property Group in Q2 2013 and held it in 14 quarters.
Bridges Investment Counsel's Simon Property Group position peaked at $371K in Q2 2014.
654 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on Bridges Investment Counsel's 13F filing for Q3 2017, filed 5 Oct 2017.