Essex Financial Services’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,624	Closed	-$424K	–	335
2017 Q2	$424K	Sell	2,624 -902	-26%	-$147K	0.09%	217
2017 Q1	$607K	Sell	3,526 -200	-5%	-$35.7K	0.14%	158
2016 Q4	$662K	Buy	3,726 +60	+2%	+$11.1K	0.14%	148
2016 Q3	$759K	Sell	3,666 -105	-3%	-$22.8K	0.18%	127
2016 Q2	$818K	Buy	3,771 +170	+5%	+$34.7K	0.2%	119
2016 Q1	$748K	Sell	3,601 -205	-5%	-$39.4K	0.19%	123
2015 Q4	$740K	Hold	3,806	–	–	0.18%	130
2015 Q3	$699K	Buy	3,806 +95	+3%	+$17.4K	0.18%	130
2015 Q2	$642K	Hold	3,711	–	–	0.17%	145
2015 Q1	$726K	Hold	3,711	–	–	0.19%	135
2014 Q4	$676K	Sell	3,711 -80	-2%	-$14.2K	0.18%	139
2014 Q3	$623K	Hold	3,791	–	–	0.19%	136
2014 Q2	$630K	Sell	3,791 -239	-6%	-$39K	0.19%	128
2014 Q1	$622K	Sell	4,030 -159	-4%	-$23.7K	0.2%	117
2013 Q4	$600K	Sell	4,189 -846	-17%	-$122K	0.2%	118
2013 Q3	$702	Buy	5,035 +478	+10%	+$69.4K	0.22%	96
2013 Q2	$677K	Buy	+4,557	New	+$731K	0.24%	101