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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 787 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.
  • 787 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.