Cookson Peirce & Co’s Simon Property Group SPG Stock Holding History

Cookson Peirce & Co’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
2016 Q4	–	Sell	-1,770	Closed	-$366K	–	175
2016 Q3	$366K	Buy	1,770 +60	+4%	+$13K	0.05%	118
2016 Q2	$371K	Buy	1,710 +140	+9%	+$28.6K	0.06%	108
2016 Q1	$326K	Hold	1,570	–	–	0.05%	109
2015 Q4	$305K	Buy	+1,570	New	+$304K	0.05%	114

Other funds holding SPG

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Cookson Peirce & Co's SPG Position: Q4 2016 in Review

Cookson Peirce & Co sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 1,770 shares — an estimated $366K sold.

Cookson Peirce & Co first reported a position in SPG in Q4 2015 and held it in 4 quarters. The position peaked at $371K in Q2 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

Cookson Peirce & Co reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
Cookson Peirce & Co sold 1,770 Simon Property Group shares in Q4 2016, an estimated $366K.
Cookson Peirce & Co first reported a position in Simon Property Group in Q4 2015 and held it in 4 quarters.
Cookson Peirce & Co's Simon Property Group position peaked at $371K in Q2 2016.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Cookson Peirce & Co's 13F filing for Q4 2016, filed 7 Feb 2017.