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GlobalBridge’s Simon Property Group SPG Stock Holding History

GlobalBridge’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
2014
Q1 		$357K Buy
2,314
+351
+18% +$52.3K 0.17% 206
2013
Q4 		$281K Sell
1,963
-727
-27% -$105K 0.14% 237
2013
Q3 		$375K Hold
2,690
– – 0.2% 177
2013
Q2 		$400K Buy
+2,690
New +$431K 0.22% 173

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GlobalBridge's SPG Position: Q1 2014 in Review

GlobalBridge increased its Simon Property Group (SPG) stake by 18% in Q1 2014, buying an estimated $52.3K and bringing the position to 2,314 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #206.

GlobalBridge first reported a position in SPG in Q2 2013 and has held it in 4 quarters since. The position peaked at $400K in Q2 2013. 578 funds tracked by Wall St. Rank hold SPG as of Q1 2014.

  • GlobalBridge held 2,314 shares of Simon Property Group worth $357K as of Q1 2014.
  • GlobalBridge bought 351 Simon Property Group shares in Q1 2014, an estimated $52.3K.
  • Simon Property Group made up 0.17% of GlobalBridge's portfolio in Q1 2014, its #206 holding.
  • GlobalBridge first reported a position in Simon Property Group in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Simon Property Group position peaked at $400K in Q2 2013.
  • 578 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.