Geneva Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$423K Sell
2,615
-244
-9% -$39.5K 0.01% 541
2017
Q1
$492K Buy
2,859
+109
+4% +$18.8K 0.01% 505
2016
Q4
$489K Sell
2,750
-905
-25% -$161K 0.01% 483
2016
Q3
$757K Buy
3,655
+100
+3% +$20.7K 0.01% 382
2016
Q2
$771K Sell
3,555
-217
-6% -$47.1K 0.02% 358
2016
Q1
$783K Buy
3,772
+150
+4% +$31.1K 0.02% 342
2015
Q4
$704K Buy
3,622
+48
+1% +$9.33K 0.01% 362
2015
Q3
$657K Sell
3,574
-40
-1% -$7.35K 0.01% 349
2015
Q2
$625K Buy
3,614
+2
+0.1% +$346 0.01% 384
2015
Q1
$707K Sell
3,612
-242
-6% -$47.4K 0.01% 351
2014
Q4
$702K Sell
3,854
-884
-19% -$161K 0.01% 352
2014
Q3
$779K Sell
4,738
-40
-0.8% -$6.58K 0.01% 349
2014
Q2
$794K Sell
4,778
-425
-8% -$70.6K 0.01% 351
2014
Q1
$803K Buy
5,203
+548
+12% +$84.6K 0.01% 317
2013
Q4
$666K Sell
4,655
-220
-5% -$31.5K 0.01% 298
2013
Q3
$680K Sell
4,875
-156,093
-97% -$21.8M 0.01% 295
2013
Q2
$23.9M Buy
+160,968
New +$23.9M 0.56% 68