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Formidable Asset Management’s Simon Property Group SPG Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-36
Closed -$7K – 376
2016
Q1 		$7K Hold
36
– – ﹤0.01% 381
2015
Q4 		$7K Hold
36
– – ﹤0.01% 429
2015
Q3 		$6K Buy
+36
New +$6.6K ﹤0.01% 485

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Formidable Asset Management's SPG Position: Q2 2016 in Review

Formidable Asset Management sold out of Simon Property Group (SPG) in Q2 2016, closing a stake of 36 shares — an estimated $7K sold.

Formidable Asset Management first reported a position in SPG in Q3 2015 and held it in 3 quarters. The position peaked at $7K in Q1 2016. 696 funds tracked by Wall St. Rank hold SPG as of Q2 2016.

  • Formidable Asset Management reported no remaining Simon Property Group position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 36 Simon Property Group shares in Q2 2016, an estimated $7K.
  • Formidable Asset Management first reported a position in Simon Property Group in Q3 2015 and held it in 3 quarters.
  • Formidable Asset Management's Simon Property Group position peaked at $7K in Q1 2016.
  • 696 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.