Herndon Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $67K | Hold |
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|
2017
Q1 | $72K | Hold |
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|
2016
Q4 | $74K | Sell |
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|
2016
Q3 | $92K | Sell |
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|
2016
Q2 | $124K | Sell |
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|
2016
Q1 | $1.76M | Hold |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $1.13M | Sell |
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|
2015
Q2 | $1.06M | Sell |
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|
2015
Q1 | $1.2M | Hold |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $565K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.63M | Sell |
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|
2013
Q3 | $1.84M | Sell |
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|
2013
Q2 | $2.28M | Buy |
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