CT Financial Advisors’s Simon Property Group SPG Stock Holding History

CT Financial 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	$13.1K	Hold	76	–	–	0.01%	409
2016 Q4	$13.5K	Hold	76	–	–	0.01%	393
2016 Q3	$15.7K	Hold	76	–	–	0.01%	379
2016 Q2	$16.5K	Hold	76	–	–	0.01%	370
2016 Q1	$15.8K	Hold	76	–	–	0.01%	401
2015 Q4	$14.8K	Hold	76	–	–	0.01%	413
2015 Q3	$14K	Hold	76	–	–	0.01%	418
2015 Q2	$13.2K	Hold	76	–	–	0.01%	434
2015 Q1	$14.9K	Hold	76	–	–	0.01%	423
2014 Q4	$13.8K	Buy	+76	New	+$13.5K	0.01%	350
2014 Q1	$14.9K	Buy	+81	New	+$12.1K	0.01%	423

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 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 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

CT Financial Advisors's SPG Position: Q1 2017 in Review

CT Financial Advisors held its Simon Property Group (SPG) position steady in Q1 2017 at 76 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #409.

CT Financial Advisors first reported a position in SPG in Q1 2014 and has held it in 11 quarters since. The position peaked at $16.5K in Q2 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

CT Financial Advisors held 76 shares of Simon Property Group worth $13.1K as of Q1 2017.
CT Financial Advisors left its Simon Property Group share count unchanged in Q1 2017.
Simon Property Group made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #409 holding.
CT Financial Advisors first reported a position in Simon Property Group in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Simon Property Group position peaked at $16.5K in Q2 2016.
686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.