Gideon Capital Advisors’s Simon Property Group SPG Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-3,409	Closed	-$531K	–	373
2019 Q3	$531K	Buy	+3,409	New	+$530K	0.17%	177
2019 Q1	–	Sell	-6,798	Closed	-$1.14M	–	506
2018 Q4	$1.14M	Sell	6,798 -14,013	-67%	-$2.51M	0.47%	59
2018 Q3	$3.68M	Buy	20,811 +18,399	+763%	+$3.25M	1.73%	5
2018 Q2	$410K	Sell	2,412 -3,254	-57%	-$518K	0.21%	190
2018 Q1	$875K	Buy	+5,666	New	+$901K	0.54%	29
2017 Q1	–	Sell	-4,801	Closed	-$853K	–	505
2016 Q4	$853K	Buy	4,801 +3,375	+237%	+$627K	0.54%	12
2016 Q3	$295K	Sell	1,426 -6,391	-82%	-$1.39M	0.18%	137
2016 Q2	$1.7M	Buy	+7,817	New	+$1.6M	0.99%	26
2015 Q4	–	Sell	-5,870	Closed	-$1.08M	–	273
2015 Q3	$1.08M	Buy	+5,870	New	+$1.08M	0.63%	57
2014 Q3	–	Sell	-9,426	Closed	-$1.57M	–	358
2014 Q2	$1.57M	Buy	+9,426	New	+$1.54M	0.57%	59
2014 Q1	–	Sell	-10,730	Closed	-$1.54M	–	282
2013 Q4	$1.54M	Buy	+10,730	New	+$1.55M	0.91%	28

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's SPG Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 3,409 shares — an estimated $531K sold.

Gideon Capital Advisors first reported a position in SPG in Q4 2013 and held it in 11 quarters. The position peaked at $3.68M in Q3 2018. 788 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

Gideon Capital Advisors reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,409 Simon Property Group shares in Q4 2019, an estimated $531K.
Gideon Capital Advisors first reported a position in Simon Property Group in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's Simon Property Group position peaked at $3.68M in Q3 2018.
788 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.