Guardian Investor Services’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
$420K Hold
2,145
0.33% 72
2014
Q4
$391K Sell
2,145
-58
-3% -$10.6K 0.31% 83
2014
Q3
$362K Sell
2,203
-135
-6% -$22.2K 0.29% 88
2014
Q2
$389K Sell
2,338
-206
-8% -$34.3K 0.3% 82
2014
Q1
$392K Sell
2,544
-104
-4% -$16K 0.3% 81
2013
Q4
$379K Hold
2,648
0.29% 83
2013
Q3
$369K Sell
2,648
-61
-2% -$8.5K 0.31% 83
2013
Q2
$402K Buy
+2,709
New +$402K 0.34% 68