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

Guardian Investor Services’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
2015 Q1	$420K	Hold	2,145	–	–	0.33%	72
2014 Q4	$391K	Sell	2,145 -58	-3%	-$10.3K	0.31%	83
2014 Q3	$362K	Sell	2,203 -135	-6%	-$22.7K	0.29%	88
2014 Q2	$389K	Sell	2,338 -206	-8%	-$33.6K	0.3%	82
2014 Q1	$392K	Sell	2,544 -104	-4%	-$15.5K	0.3%	81
2013 Q4	$379K	Hold	2,648	–	–	0.29%	83
2013 Q3	$369K	Sell	2,648 -61	-2%	-$8.86K	0.31%	83
2013 Q2	$402K	Buy	+2,709	New	+$434K	0.34%	68

Other funds holding SPG

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Guardian Investor Services's SPG Position: Q1 2015 in Review

Guardian Investor Services held its Simon Property Group (SPG) position steady in Q1 2015 at 2,145 shares worth $420K. The position accounts for 0.33% of the portfolio, ranked #72.

Guardian Investor Services first reported a position in SPG in Q2 2013 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

Guardian Investor Services held 2,145 shares of Simon Property Group worth $420K as of Q1 2015.
Guardian Investor Services left its Simon Property Group share count unchanged in Q1 2015.
Simon Property Group made up 0.33% of Guardian Investor Services's portfolio in Q1 2015, its #72 holding.
Guardian Investor Services first reported a position in Simon Property Group in Q2 2013 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.