First National Bank of Mount Dora’s Simon Property Group SPG Stock Holding History

First National Bank of Mount Dora’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
2016 Q4	–	Sell	-9,049	Closed	-$1.87M	–	81
2016 Q3	$1.87M	Hold	9,049	–	–	1.05%	42
2016 Q2	$1.96M	Hold	9,049	–	–	1.12%	41
2016 Q1	$1.88M	Hold	9,049	–	–	1.11%	42
2015 Q4	$1.76M	Hold	9,049	–	–	1.04%	43
2015 Q3	$1.66M	Hold	9,049	–	–	1.02%	45
2015 Q2	$1.57M	Hold	9,049	–	–	0.87%	47
2015 Q1	$1.77M	Hold	9,049	–	–	0.96%	44
2014 Q4	$1.65M	Hold	9,049	–	–	0.92%	46
2014 Q3	$1.49M	Hold	9,049	–	–	0.87%	47
2014 Q2	$1.5M	Sell	9,049 -570	-6%	-$93.1K	0.88%	48
2014 Q1	$1.48M	Hold	9,619	–	–	0.9%	47
2013 Q4	$1.38M	Hold	9,619	–	–	0.9%	45
2013 Q3	$1.34M	Hold	9,619	–	–	0.98%	40
2013 Q2	$1.43M	Buy	+9,619	New	+$1.54M	1.06%	37

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AAMU

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

LIMS

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

First National Bank of Mount Dora's SPG Position: Q4 2016 in Review

First National Bank of Mount Dora sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 9,049 shares — an estimated $1.87M sold.

First National Bank of Mount Dora first reported a position in SPG in Q2 2013 and held it in 14 quarters. The position peaked at $1.96M in Q2 2016. 710 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

First National Bank of Mount Dora reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
First National Bank of Mount Dora sold 9,049 Simon Property Group shares in Q4 2016, an estimated $1.87M.
First National Bank of Mount Dora first reported a position in Simon Property Group in Q2 2013 and held it in 14 quarters.
First National Bank of Mount Dora's Simon Property Group position peaked at $1.96M in Q2 2016.
710 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on First National Bank of Mount Dora's 13F filing for Q4 2016, filed 4 Jan 2017.