Cobiz Wealth’s Simon Property Group SPG Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-308	Closed	-$46K	–	314
2013 Q2	$46K	Buy	+308	New	+$49.4K	0.01%	181

Other funds holding SPG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cobiz Wealth's SPG Position: Q3 2013 in Review

Cobiz Wealth sold out of Simon Property Group (SPG) in Q3 2013, closing a stake of 308 shares — an estimated $46K sold.

Cobiz Wealth first reported a position in SPG in Q2 2013 and held it in 1 quarter. The position peaked at $46K in Q2 2013. 560 funds tracked by Wall St. Rank hold SPG as of Q3 2013.

Cobiz Wealth reported no remaining Simon Property Group position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 308 Simon Property Group shares in Q3 2013, an estimated $46K.
Cobiz Wealth first reported a position in Simon Property Group in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Simon Property Group position peaked at $46K in Q2 2013.
560 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.