Evercore Wealth Management’s Simon Property Group SPG Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-81	Closed	-$14K	–	726
2017 Q4	$14K	Hold	81	–	–	﹤0.01%	776
2017 Q3	$13K	Sell	81 -50	-38%	-$7.99K	﹤0.01%	765
2017 Q2	$21K	Sell	131 -1,320	-91%	-$215K	﹤0.01%	713
2017 Q1	$250K	Buy	1,451 +1,131	+353%	+$202K	0.01%	337
2016 Q4	$57K	Sell	320 -114	-26%	-$21.2K	﹤0.01%	585
2016 Q3	$90K	Hold	434	–	–	﹤0.01%	498
2016 Q2	$94K	Buy	434 +22	+5%	+$4.49K	﹤0.01%	473
2016 Q1	$86K	Hold	412	–	–	﹤0.01%	477
2015 Q4	$81K	Buy	412 +332	+415%	+$64.3K	﹤0.01%	510
2015 Q3	$15K	Hold	80	–	–	﹤0.01%	789
2015 Q2	$14K	Hold	80	–	–	﹤0.01%	850
2015 Q1	$16K	Sell	80 -1,000	-93%	-$194K	﹤0.01%	815
2014 Q4	$197K	Sell	1,080 -896	-45%	-$159K	0.01%	362
2014 Q3	$325K	Hold	1,976	–	–	0.02%	323
2014 Q2	$329K	Buy	1,976 +1,763	+828%	+$288K	0.02%	324
2014 Q1	$33K	Buy	+213	New	+$31.7K	﹤0.01%	660

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAMU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's SPG Position: Q1 2018 in Review

Evercore Wealth Management sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 81 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in SPG in Q1 2014 and held it in 16 quarters. The position peaked at $329K in Q2 2014. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

Evercore Wealth Management reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 81 Simon Property Group shares in Q1 2018, an estimated $14K.
Evercore Wealth Management first reported a position in Simon Property Group in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Simon Property Group position peaked at $329K in Q2 2014.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.