ETrade Capital Management’s Simon Property Group SPG Stock Holding History

ETrade Capital Management’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
2019 Q3	–	Sell	-2,713	Closed	-$433K	–	836
2019 Q2	$433K	Buy	2,713 +43	+2%	+$7.41K	0.01%	598
2019 Q1	$487K	Buy	2,670 +80	+3%	+$14.2K	0.01%	541
2018 Q4	$435K	Buy	2,590 +1,039	+67%	+$186K	0.01%	523
2018 Q3	$274K	Buy	+1,551	New	+$274K	0.01%	713
2018 Q1	–	Sell	-1,304	Closed	-$224K	–	774
2017 Q4	$224K	Buy	+1,304	New	+$212K	0.01%	691
2014 Q2	–	Sell	-38	Closed	-$6K	–	658
2014 Q1	$6K	Sell	38 -5	-12%	-$745	﹤0.01%	761
2013 Q4	$6K	Sell	43 -11	-20%	-$1.58K	﹤0.01%	750
2013 Q3	$8K	Hold	54	–	–	﹤0.01%	756
2013 Q2	$8K	Buy	+54	New	+$8.66K	﹤0.01%	694

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ETrade Capital Management's SPG Position: Q3 2019 in Review

ETrade Capital Management sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 2,713 shares — an estimated $433K sold.

ETrade Capital Management first reported a position in SPG in Q2 2013 and held it in 9 quarters. The position peaked at $487K in Q1 2019. 768 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

ETrade Capital Management reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
ETrade Capital Management sold 2,713 Simon Property Group shares in Q3 2019, an estimated $433K.
ETrade Capital Management first reported a position in Simon Property Group in Q2 2013 and held it in 9 quarters.
ETrade Capital Management's Simon Property Group position peaked at $487K in Q1 2019.
768 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on ETrade Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.