Cumberland Partners’s Simon Property Group SPG Stock Holding History

Cumberland Partners’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
2018 Q3	–	Sell	-1,200	Closed	-$204K	–	203
2018 Q2	$204K	Buy	+1,200	New	+$191K	0.02%	185

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AAMU

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cumberland Partners's SPG Position: Q3 2018 in Review

Cumberland Partners sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 1,200 shares — an estimated $204K sold.

Cumberland Partners first reported a position in SPG in Q2 2018 and held it in 1 quarter. The position peaked at $204K in Q2 2018. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

Cumberland Partners reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
Cumberland Partners sold 1,200 Simon Property Group shares in Q3 2018, an estimated $204K.
Cumberland Partners first reported a position in Simon Property Group in Q2 2018 and held it in 1 quarter.
Cumberland Partners's Simon Property Group position peaked at $204K in Q2 2018.
734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Cumberland Partners's 13F filing for Q3 2018, filed 15 Nov 2018.