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Community Financial Services Group’s Simon Property Group SPG Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-134
Closed -$25K – 198
2015
Q3 		$25K Hold
134
– – 0.01% 170
2015
Q2 		$23K Hold
134
– – 0.01% 181
2015
Q1 		$26K Buy
134
+67
+100% +$13K 0.01% 179
2014
Q4 		$12K Buy
+67
New +$11.9K 0.01% 223

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Community Financial Services Group's SPG Position: Q4 2015 in Review

Community Financial Services Group sold out of Simon Property Group (SPG) in Q4 2015, closing a stake of 134 shares — an estimated $25K sold.

Community Financial Services Group first reported a position in SPG in Q4 2014 and held it in 4 quarters. The position peaked at $26K in Q1 2015. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2015.

  • Community Financial Services Group reported no remaining Simon Property Group position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 134 Simon Property Group shares in Q4 2015, an estimated $25K.
  • Community Financial Services Group first reported a position in Simon Property Group in Q4 2014 and held it in 4 quarters.
  • Community Financial Services Group's Simon Property Group position peaked at $26K in Q1 2015.
  • 673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.