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Camarda Financial Advisors’s Simon Property Group SPG Stock Holding History

Camarda Financial Advisors’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
Q2 		– Sell
-232
Closed -$40K – 253
2017
Q1 		$40K Hold
232
– – 0.04% 115
2016
Q4 		$41K Hold
232
– – 0.03% 131
2016
Q3 		$48K Sell
232
-232
-50% -$50.3K 0.03% 120
2016
Q2 		$101K Hold
464
– – 0.06% 107
2016
Q1 		$96K Buy
+464
New +$89.1K 0.06% 132

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Camarda Financial Advisors's SPG Position: Q2 2017 in Review

Camarda Financial Advisors sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 232 shares — an estimated $40K sold.

Camarda Financial Advisors first reported a position in SPG in Q1 2016 and held it in 5 quarters. The position peaked at $101K in Q2 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • Camarda Financial Advisors reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
  • Camarda Financial Advisors sold 232 Simon Property Group shares in Q2 2017, an estimated $40K.
  • Camarda Financial Advisors first reported a position in Simon Property Group in Q1 2016 and held it in 5 quarters.
  • Camarda Financial Advisors's Simon Property Group position peaked at $101K in Q2 2016.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Camarda Financial Advisors's 13F filing for Q2 2017, filed 14 Jul 2017.