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Chartwell Investment Partners’s Simon Property Group SPG Stock Holding History

Chartwell Investment Partners’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
Q1 		– Sell
-21,090
Closed -$3.75M – 443
2016
Q4 		$3.75M Sell
21,090
-24,554
-54% -$4.56M 0.13% 236
2016
Q3 		$9.45M Buy
45,644
+3,689
+9% +$800K 0.17% 186
2016
Q2 		$9.1M Buy
41,955
+8,405
+25% +$1.72M 0.16% 176
2016
Q1 		$6.97M Buy
+33,550
New +$6.44M 0.13% 174

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Chartwell Investment Partners's SPG Position: Q1 2017 in Review

Chartwell Investment Partners sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 21,090 shares — an estimated $3.75M sold.

Chartwell Investment Partners first reported a position in SPG in Q1 2016 and held it in 4 quarters. The position peaked at $9.45M in Q3 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • Chartwell Investment Partners reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
  • Chartwell Investment Partners sold 21,090 Simon Property Group shares in Q1 2017, an estimated $3.75M.
  • Chartwell Investment Partners first reported a position in Simon Property Group in Q1 2016 and held it in 4 quarters.
  • Chartwell Investment Partners's Simon Property Group position peaked at $9.45M in Q3 2016.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Chartwell Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.