Dixon Hubard Feinour & Brown’s Simon Property Group SPG Stock Holding History

Dixon Hubard Feinour & Brown’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 Q4	–	Sell	-1,023	Closed	-$212K	–	182
2016 Q3	$212K	Hold	1,023	–	–	0.07%	164
2016 Q2	$222K	Hold	1,023	–	–	0.07%	154
2016 Q1	$206K	Buy	+1,023	New	+$196K	0.07%	160
2015 Q2	–	Sell	-1,298	Closed	-$254K	–	197
2015 Q1	$254K	Hold	1,298	–	–	0.08%	169
2014 Q4	$236K	Buy	+1,298	New	+$230K	0.07%	171

Other funds holding SPG

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SPG Position: Q4 2016 in Review

Dixon Hubard Feinour & Brown sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 1,023 shares — an estimated $212K sold.

Dixon Hubard Feinour & Brown first reported a position in SPG in Q4 2014 and held it in 5 quarters. The position peaked at $254K in Q1 2015. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

Dixon Hubard Feinour & Brown reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 1,023 Simon Property Group shares in Q4 2016, an estimated $212K.
Dixon Hubard Feinour & Brown first reported a position in Simon Property Group in Q4 2014 and held it in 5 quarters.
Dixon Hubard Feinour & Brown's Simon Property Group position peaked at $254K in Q1 2015.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q4 2016, filed 15 Feb 2017.