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

Exchange 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
2017 Q3	–	Sell	-22	Closed	-$4K	–	253
2017 Q2	$4K	Buy	+22	New	+$3.58K	﹤0.01%	212
2017 Q1	–	Sell	-22	Closed	-$4K	–	230
2016 Q4	$4K	Sell	22 -10,812	-100%	-$2.01M	﹤0.01%	179
2016 Q3	$2.24M	Buy	10,834 +276	+3%	+$59.8K	0.88%	45
2016 Q2	$2.29M	Buy	+10,558	New	+$2.15M	0.93%	43
2015 Q1	–	Sell	-15	Closed	-$3K	–	281
2014 Q4	$3K	Buy	+15	New	+$2.66K	﹤0.01%	249

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

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

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

AAMU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Exchange Capital Management's SPG Position: Q3 2017 in Review

Exchange Capital Management sold out of Simon Property Group (SPG) in Q3 2017, closing a stake of 22 shares — an estimated $4K sold.

Exchange Capital Management first reported a position in SPG in Q4 2014 and held it in 5 quarters. The position peaked at $2.29M in Q2 2016. 654 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

Exchange Capital Management reported no remaining Simon Property Group position as of Q3 2017 after selling out during the quarter.
Exchange Capital Management sold 22 Simon Property Group shares in Q3 2017, an estimated $4K.
Exchange Capital Management first reported a position in Simon Property Group in Q4 2014 and held it in 5 quarters.
Exchange Capital Management's Simon Property Group position peaked at $2.29M in Q2 2016.
654 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on Exchange Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.