Hoxton Financial’s Simon Property Group SPG Stock Holding History

Hoxton Financial’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
2013 Q3	–	Sell	-269	Closed	-$40K	–	561
2013 Q2	$40K	Buy	+269	New	+$43.1K	0.02%	220

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hoxton Financial's SPG Position: Q3 2013 in Review

Hoxton Financial sold out of Simon Property Group (SPG) in Q3 2013, closing a stake of 269 shares — an estimated $40K sold.

Hoxton Financial first reported a position in SPG in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 560 funds tracked by Wall St. Rank hold SPG as of Q3 2013.

Hoxton Financial reported no remaining Simon Property Group position as of Q3 2013 after selling out during the quarter.
Hoxton Financial sold 269 Simon Property Group shares in Q3 2013, an estimated $40K.
Hoxton Financial first reported a position in Simon Property Group in Q2 2013 and held it in 1 quarter.
Hoxton Financial's Simon Property Group position peaked at $40K in Q2 2013.
560 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2013.

Based on Hoxton Financial's 13F filing for Q3 2013, filed 7 Oct 2013.