Fiduciary Services Corp’s Simon Property Group SPG Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$319K	Buy	1,632 +16	+1%	+$3.1K	0.1%	155
2014 Q4	$294K	Hold	1,616	–	–	0.1%	153
2014 Q3	$266K	Sell	1,616 -20	-1%	-$3.37K	0.1%	149
2014 Q2	$272K	Sell	1,636 -140	-8%	-$22.9K	0.1%	143
2014 Q1	$274K	Sell	1,776 -22	-1%	-$3.28K	0.11%	138
2013 Q4	$257K	Hold	1,798	–	–	0.1%	140
2013 Q3	$251K	Sell	1,798 -31	-2%	-$4.5K	0.11%	129
2013 Q2	$272K	Buy	+1,829	New	+$293K	0.12%	127

Other funds holding SPG

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Fiduciary Services Corp's SPG Position: Q1 2015 in Review

Fiduciary Services Corp increased its Simon Property Group (SPG) stake by 0.99% in Q1 2015, buying an estimated $3.1K and bringing the position to 1,632 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #155.

Fiduciary Services Corp first reported a position in SPG in Q2 2013 and has held it in 8 quarters since. 667 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

Fiduciary Services Corp held 1,632 shares of Simon Property Group worth $319K as of Q1 2015.
Fiduciary Services Corp bought 16 Simon Property Group shares in Q1 2015, an estimated $3.1K.
Simon Property Group made up 0.1% of Fiduciary Services Corp's portfolio in Q1 2015, its #155 holding.
Fiduciary Services Corp first reported a position in Simon Property Group in Q2 2013 and has held it in 8 quarters since.
667 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.