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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Courier Capital's SPG Position: Q1 2017 in Review

Courier Capital sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 1,668 shares — an estimated $296K sold.

Courier Capital first reported a position in SPG in Q2 2013 and held it in 15 quarters. The position peaked at $393K in Q2 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • Courier Capital reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
  • Courier Capital sold 1,668 Simon Property Group shares in Q1 2017, an estimated $296K.
  • Courier Capital first reported a position in Simon Property Group in Q2 2013 and held it in 15 quarters.
  • Courier Capital's Simon Property Group position peaked at $393K in Q2 2016.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Courier Capital's 13F filing for Q1 2017, filed 19 Apr 2017.