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Hamel Associates’s Simon Property Group SPG Stock Holding History

Hamel Associates’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
2018
Q1 		– Sell
-4,140
Closed -$711K – 96
2017
Q4 		$711K Sell
4,140
-2,575
-38% -$418K 0.34% 53
2017
Q3 		$1.08M Hold
6,715
– – 0.53% 49
2017
Q2 		$1.09M Sell
6,715
-275
-4% -$44.8K 0.55% 47
2017
Q1 		$1.2M Buy
+6,990
New +$1.25M 0.61% 44

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamel Associates's SPG Position: Q1 2018 in Review

Hamel Associates sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 4,140 shares — an estimated $711K sold.

Hamel Associates first reported a position in SPG in Q1 2017 and held it in 4 quarters. The position peaked at $1.2M in Q1 2017. 692 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Hamel Associates reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Hamel Associates sold 4,140 Simon Property Group shares in Q1 2018, an estimated $711K.
  • Hamel Associates first reported a position in Simon Property Group in Q1 2017 and held it in 4 quarters.
  • Hamel Associates's Simon Property Group position peaked at $1.2M in Q1 2017.
  • 692 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Hamel Associates's 13F filing for Q1 2018, filed 3 May 2018.