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Geneva Advisors’s Simon Property Group SPG Stock Holding History

Geneva Advisors’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
2017
Q2 		$423K Sell
2,615
-244
-9% -$39.7K 0.01% 541
2017
Q1 		$492K Buy
2,859
+109
+4% +$19.5K 0.01% 505
2016
Q4 		$489K Sell
2,750
-905
-25% -$168K 0.01% 483
2016
Q3 		$757K Buy
3,655
+100
+3% +$21.7K 0.01% 382
2016
Q2 		$771K Sell
3,555
-217
-6% -$44.3K 0.02% 358
2016
Q1 		$783K Buy
3,772
+150
+4% +$28.8K 0.02% 342
2015
Q4 		$704K Buy
3,622
+48
+1% +$9.3K 0.01% 362
2015
Q3 		$657K Sell
3,574
-40
-1% -$7.33K 0.01% 349
2015
Q2 		$625K Buy
3,614
+2
+0.1% +$368 0.01% 384
2015
Q1 		$707K Sell
3,612
-242
-6% -$46.9K 0.01% 351
2014
Q4 		$702K Sell
3,854
-884
-19% -$157K 0.01% 352
2014
Q3 		$779K Sell
4,738
-40
-0.8% -$6.73K 0.01% 349
2014
Q2 		$794K Sell
4,778
-425
-8% -$69.4K 0.01% 351
2014
Q1 		$803K Buy
5,203
+548
+12% +$81.6K 0.01% 317
2013
Q4 		$666K Sell
4,655
-220
-5% -$31.7K 0.01% 298
2013
Q3 		$680K Sell
4,875
-156,093
-97% -$22.7M 0.01% 295
2013
Q2 		$23.9M Buy
+160,968
New +$25.8M 0.56% 68

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geneva Advisors's SPG Position: Q2 2017 in Review

Geneva Advisors reduced its Simon Property Group (SPG) stake by 8.5% in Q2 2017, selling an estimated $39.7K and leaving 2,615 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #541.

Geneva Advisors first reported a position in SPG in Q2 2013 and has held it in 17 quarters since. The position peaked at $23.9M in Q2 2013. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • Geneva Advisors held 2,615 shares of Simon Property Group worth $423K as of Q2 2017.
  • Geneva Advisors sold 244 Simon Property Group shares in Q2 2017, an estimated $39.7K.
  • Simon Property Group made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #541 holding.
  • Geneva Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Simon Property Group position peaked at $23.9M in Q2 2013.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.