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Haberer Registered Investment Advisor’s Simon Property Group SPG Stock Holding History

Haberer Registered Investment Advisor’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 		$20K Hold
100
– – 0.01% 199
2014
Q4 		$18K Hold
100
– – 0.01% 203
2014
Q3 		$16K Hold
100
– – 0.01% 235
2014
Q2 		$17K Sell
100
-6
-6% -$980 0.01% 238
2014
Q1 		$16K Hold
106
– – 0.01% 236
2013
Q4 		$15K Hold
106
– – 0.01% 234
2013
Q3 		$15K Hold
106
– – 0.01% 252
2013
Q2 		$16K Buy
+106
New +$17K ﹤0.01% 278

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Haberer Registered Investment Advisor's SPG Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Simon Property Group (SPG) position steady in Q1 2015 at 100 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #199.

Haberer Registered Investment Advisor first reported a position in SPG in Q2 2013 and has held it in 8 quarters since. 667 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

  • Haberer Registered Investment Advisor held 100 shares of Simon Property Group worth $20K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Simon Property Group share count unchanged in Q1 2015.
  • Simon Property Group made up 0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #199 holding.
  • Haberer Registered Investment Advisor first reported a position in Simon Property Group in Q2 2013 and has held it in 8 quarters since.
  • 667 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.