CRC
SPG icon

Curi RMB Capital’s Simon Property Group SPG Stock Holding History

Curi RMB 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
2018
Q1 		– Sell
-3,821
Closed -$656K – 974
2017
Q4 		$656K Hold
3,821
– – 0.02% 559
2017
Q3 		$615K Buy
3,821
+6
+0.2% +$958 0.02% 498
2017
Q2 		$617K Buy
+3,815
New +$621K 0.02% 507

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi RMB Capital's SPG Position: Q1 2018 in Review

Curi RMB Capital sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 3,821 shares — an estimated $656K sold.

Curi RMB Capital first reported a position in SPG in Q2 2017 and held it in 3 quarters. The position peaked at $656K in Q4 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Curi RMB Capital reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Curi RMB Capital sold 3,821 Simon Property Group shares in Q1 2018, an estimated $656K.
  • Curi RMB Capital first reported a position in Simon Property Group in Q2 2017 and held it in 3 quarters.
  • Curi RMB Capital's Simon Property Group position peaked at $656K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.