Courier Capital’s Simon Property Group SPG Stock Holding History

Courier Capital’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	-1,668	Closed	-$296K	–	275
2016 Q4	$296K	Hold	1,668	–	–	0.06%	201
2016 Q3	$345K	Sell	1,668 -142	-8%	-$30.8K	0.07%	195
2016 Q2	$393K	Buy	1,810 +99	+6%	+$20.2K	0.08%	176
2016 Q1	$355K	Buy	1,711 +56	+3%	+$10.8K	0.07%	188
2015 Q4	$322K	Sell	1,655 -34	-2%	-$6.59K	0.07%	198
2015 Q3	$310K	Buy	1,689 +21	+1%	+$3.85K	0.07%	196
2015 Q2	$289K	Sell	1,668 -52	-3%	-$9.56K	0.06%	208
2015 Q1	$337K	Buy	1,720 +255	+17%	+$49.4K	0.07%	199
2014 Q4	$267K	Sell	1,465 -233	-14%	-$41.3K	0.05%	233
2014 Q3	$279K	Sell	1,698 -381	-18%	-$64.1K	0.06%	217
2014 Q2	$346K	Sell	2,079 -28	-1%	-$4.57K	0.07%	199
2014 Q1	$325K	Buy	2,107 +34	+2%	+$5.07K	0.07%	200
2013 Q4	$297K	Sell	2,073 -361	-15%	-$52K	0.06%	221
2013 Q3	$339K	Buy	2,434 +375	+18%	+$54.5K	0.08%	196
2013 Q2	$306K	Buy	+2,059	New	+$330K	0.08%	196

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 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

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

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

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