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Delphi Private Advisors’s Simon Property Group SPG Stock Holding History

Delphi Private 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 		– Sell
-48
Closed -$9K – 265
2016
Q4 		$9K Hold
48
– – 0.02% 108
2016
Q3 		$10K Sell
48
-29
-38% -$6.29K 0.02% 114
2016
Q2 		$17K Sell
77
-1
-1% -$204 0.03% 104
2016
Q1 		$16K Hold
78
– – 0.03% 114
2015
Q4 		$15K Buy
+78
New +$15.1K 0.03% 125

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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

Delphi Private Advisors's SPG Position: Q1 2017 in Review

Delphi Private Advisors sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 48 shares — an estimated $9K sold.

Delphi Private Advisors first reported a position in SPG in Q4 2015 and held it in 5 quarters. The position peaked at $17K in Q2 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • Delphi Private Advisors reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 48 Simon Property Group shares in Q1 2017, an estimated $9K.
  • Delphi Private Advisors first reported a position in Simon Property Group in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Simon Property Group position peaked at $17K in Q2 2016.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.