FDO Partners’s Simon Property Group SPG Stock Holding History

FDO Partners’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 Q2	–	Sell	-10,295	Closed	-$1.77M	–	293
2017 Q1	$1.77M	Buy	+10,295	New	+$1.84M	0.44%	100
2016 Q4	–	Sell	-2,789	Closed	-$577K	–	263
2016 Q3	$577K	Buy	+2,789	New	+$605K	0.25%	146

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FDO Partners's SPG Position: Q2 2017 in Review

FDO Partners sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 10,295 shares — an estimated $1.77M sold.

FDO Partners first reported a position in SPG in Q3 2016 and held it in 2 quarters. The position peaked at $1.77M in Q1 2017. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

FDO Partners reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
FDO Partners sold 10,295 Simon Property Group shares in Q2 2017, an estimated $1.77M.
FDO Partners first reported a position in Simon Property Group in Q3 2016 and held it in 2 quarters.
FDO Partners's Simon Property Group position peaked at $1.77M in Q1 2017.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on FDO Partners's 13F filing for Q2 2017, filed 14 Aug 2017.