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Continental Advisors’s Simon Property Group SPG Stock Holding History

Continental Advisors’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
-4,000
Closed -$711K – 149
2016
Q4 		$711K Buy
+4,000
New +$743K 0.19% 110

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

Continental Advisors's SPG Position: Q1 2017 in Review

Continental Advisors sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 4,000 shares — an estimated $711K sold.

Continental Advisors first reported a position in SPG in Q4 2016 and held it in 1 quarter. The position peaked at $711K in Q4 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • Continental Advisors reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
  • Continental Advisors sold 4,000 Simon Property Group shares in Q1 2017, an estimated $711K.
  • Continental Advisors first reported a position in Simon Property Group in Q4 2016 and held it in 1 quarter.
  • Continental Advisors's Simon Property Group position peaked at $711K in Q4 2016.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Continental Advisors's 13F filing for Q1 2017, filed 15 May 2017.