CIM Investment Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,561
| Closed | -$1.64M | – | 358 |
|
|
2016
Q2 | $1.64M | Sell |
7,561
-70
| -0.9% | -$15.2K | 0.68% | 22 |
|
|
2016
Q1 | $1.59M | Sell |
7,631
-1,051
| -12% | -$218K | 0.69% | 22 |
|
|
2015
Q4 | $1.69M | Hold |
8,682
| – | – | 0.77% | 28 |
|
|
2015
Q3 | $1.6M | Hold |
8,682
| – | – | 0.77% | 26 |
|
|
2015
Q2 | $1.5M | Buy |
8,682
+4,508
| +108% | +$780K | 0.66% | 31 |
|
|
2015
Q1 | $817K | Sell |
4,174
-421
| -9% | -$82.4K | 0.35% | 103 |
|
|
2014
Q4 | $837K | Hold |
4,595
| – | – | 0.38% | 93 |
|
|
2014
Q3 | $756K | Sell |
4,595
-213
| -4% | -$35K | 0.38% | 108 |
|
|
2014
Q2 | $799K | Sell |
4,808
-440
| -8% | -$73.1K | 0.4% | 109 |
|
|
2014
Q1 | $810K | Sell |
5,248
-122
| -2% | -$18.8K | 0.37% | 102 |
|
|
2013
Q4 | $769K | Buy |
5,370
+340
| +7% | +$48.7K | 0.39% | 116 |
|
|
2013
Q3 | $701K | Hold |
5,030
| – | – | 0.42% | 103 |
|
|
2013
Q2 | $747K | Buy |
+5,030
| New | +$747K | 0.44% | 87 |
|