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Foresters Investment Management’s Simon Property Group SPG Stock Holding History

Foresters Investment 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
Q3 		– Sell
-3,803
Closed -$647K – 410
2018
Q2 		$647K Sell
3,803
-70,585
-95% -$11.2M 0.01% 311
2018
Q1 		$11.5M Sell
74,388
-770
-1% -$122K 0.19% 170
2017
Q4 		$12.9M Buy
75,158
+59
+0.1% +$9.58K 0.2% 160
2017
Q3 		$12.1M Buy
75,099
+4,480
+6% +$715K 0.2% 165
2017
Q2 		$11.4M Buy
70,619
+14,203
+25% +$2.31M 0.19% 162
2017
Q1 		$9.71M Buy
56,416
+5,940
+12% +$1.06M 0.17% 172
2016
Q4 		$8.88M Buy
50,476
+7,048
+16% +$1.31M 0.16% 177
2016
Q3 		$8.99M Buy
43,428
+7,470
+21% +$1.62M 0.17% 163
2016
Q2 		$7.8M Buy
+35,958
New +$7.34M 0.15% 174

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foresters Investment Management's SPG Position: Q3 2018 in Review

Foresters Investment Management sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 3,803 shares — an estimated $647K sold.

Foresters Investment Management first reported a position in SPG in Q2 2016 and held it in 9 quarters. The position peaked at $12.9M in Q4 2017. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

  • Foresters Investment Management reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 3,803 Simon Property Group shares in Q3 2018, an estimated $647K.
  • Foresters Investment Management first reported a position in Simon Property Group in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's Simon Property Group position peaked at $12.9M in Q4 2017.
  • 734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.