Curian Capital’s Simon Property Group SPG Stock Holding History

Curian 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
2016 Q1	–	Sell	-13,898	Closed	-$2.7M	–	328
2015 Q4	$2.7M	Sell	13,898 -28,087	-67%	-$5.44M	0.2%	113
2015 Q3	$7.71M	Buy	+41,985	New	+$7.7M	0.21%	121
2015 Q1	–	Sell	-2,724	Closed	-$496K	–	616
2014 Q4	$496K	Sell	2,724 -17,715	-87%	-$3.14M	0.01%	555
2014 Q3	$3.36M	Sell	20,439 -51,622	-72%	-$8.69M	0.06%	252
2014 Q2	$12M	Sell	72,061 -4,083	-5%	-$667K	0.21%	109
2014 Q1	$11.7M	Buy	76,144 +71,751	+1,633%	+$10.7M	0.21%	110
2013 Q4	$629K	Sell	4,393 -797	-15%	-$115K	0.01%	477
2013 Q3	$724K	Sell	5,190 -25,609	-83%	-$3.72M	0.01%	456
2013 Q2	$4.58M	Buy	+30,799	New	+$4.94M	0.08%	202

Other funds holding SPG

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

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

Curian Capital's SPG Position: Q1 2016 in Review

Curian Capital sold out of Simon Property Group (SPG) in Q1 2016, closing a stake of 13,898 shares — an estimated $2.7M sold.

Curian Capital first reported a position in SPG in Q2 2013 and held it in 9 quarters. The position peaked at $12M in Q2 2014. 671 funds tracked by Wall St. Rank hold SPG as of Q1 2016.

Curian Capital reported no remaining Simon Property Group position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 13,898 Simon Property Group shares in Q1 2016, an estimated $2.7M.
Curian Capital first reported a position in Simon Property Group in Q2 2013 and held it in 9 quarters.
Curian Capital's Simon Property Group position peaked at $12M in Q2 2014.
671 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.