Capital Investment Advisory Services’s Simon Property Group SPG Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-350	Closed	-$54K	–	1146
2019 Q3	$54K	Buy	350 +250	+250%	+$38.9K	0.02%	552
2019 Q2	$16K	Buy	+100	New	+$17.2K	﹤0.01%	845
2019 Q1	–	Sell	-150	Closed	-$25K	–	1269
2018 Q4	$25K	Buy	+150	New	+$26.8K	0.01%	596

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's SPG Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 350 shares — an estimated $54K sold.

Capital Investment Advisory Services first reported a position in SPG in Q4 2018 and held it in 3 quarters. The position peaked at $54K in Q3 2019. 788 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

Capital Investment Advisory Services reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 350 Simon Property Group shares in Q4 2019, an estimated $54K.
Capital Investment Advisory Services first reported a position in Simon Property Group in Q4 2018 and held it in 3 quarters.
Capital Investment Advisory Services's Simon Property Group position peaked at $54K in Q3 2019.
788 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.