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

Friedberg 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
2016
Q4 		– Sell
-10,310
Closed -$2.13M – 103
2016
Q3 		$2.13M Hold
10,310
– – 0.92% 43
2016
Q2 		$2.24M Sell
10,310
-210
-2% -$42.9K 1.06% 36
2016
Q1 		$2.18M Sell
10,520
-190
-2% -$36.5K 1.09% 35
2015
Q4 		$2.08M Sell
10,710
-2,580
-19% -$500K 1.01% 41
2015
Q3 		$2.44M Buy
13,290
+1,490
+13% +$273K 1.16% 35
2015
Q2 		$2.04M Buy
11,800
+70
+0.6% +$12.9K 0.77% 51
2015
Q1 		$2.29M Sell
11,730
-50
-0.4% -$9.69K 0.83% 52
2014
Q4 		$2.15M Buy
11,780
+110
+0.9% +$19.5K 0.84% 49
2014
Q3 		$1.92M Buy
11,670
+40
+0.3% +$6.73K 0.74% 55
2014
Q2 		$1.93M Sell
11,630
-1,477
-11% -$241K 0.71% 56
2014
Q1 		$2.02M Sell
13,107
-776
-6% -$116K 0.79% 52
2013
Q4 		$1.99M Buy
13,883
+10,322
+290% +$1.49M 0.8% 49
2013
Q3 		$496K Hold
3,561
– – 0.22% 78
2013
Q2 		$529K Buy
+3,561
New +$571K 0.24% 79

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Friedberg Investment Management's SPG Position: Q4 2016 in Review

Friedberg Investment Management sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 10,310 shares — an estimated $2.13M sold.

Friedberg Investment Management first reported a position in SPG in Q2 2013 and held it in 14 quarters. The position peaked at $2.44M in Q3 2015. 710 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • Friedberg Investment Management reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 10,310 Simon Property Group shares in Q4 2016, an estimated $2.13M.
  • Friedberg Investment Management first reported a position in Simon Property Group in Q2 2013 and held it in 14 quarters.
  • Friedberg Investment Management's Simon Property Group position peaked at $2.44M in Q3 2015.
  • 710 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Friedberg Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.