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Independent Order of Foresters’s Simon Property Group SPG Stock Holding History

Independent Order of Foresters’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
Q2 		– Sell
-62,460
Closed -$9.64M – 76
2018
Q1 		$9.64M Hold
62,460
– – 8.9% 1
2017
Q4 		$10.7M Sell
62,460
-6,870
-10% -$1.12M 9.5% 1
2017
Q3 		$11.2M Buy
69,330
+1,000
+1% +$160K 9.22% 1
2017
Q2 		$11.1M Buy
68,330
+10,800
+19% +$1.76M 9.17% 1
2017
Q1 		$9.9M Buy
57,530
+2,640
+5% +$472K 8.46% 1
2016
Q4 		$9.77M Buy
54,890
+2,500
+5% +$464K 8.23% 1
2016
Q3 		$10.8M Sell
52,390
-1,730
-3% -$375K 8.88% 1
2016
Q2 		$11.7M Buy
54,120
+2,500
+5% +$510K 8.68% 1
2016
Q1 		$10.7M Hold
51,620
– – 8.13% 1
2015
Q4 		$10M Buy
51,620
+2,583
+5% +$500K 7.89% 1
2015
Q3 		$9.01M Buy
49,037
+4,000
+9% +$733K 7.69% 1
2015
Q2 		$7.79M Buy
45,037
+2,100
+5% +$386K 7.4% 1
2015
Q1 		$8.4M Hold
42,937
– – 7.84% 1
2014
Q4 		$7.83M Buy
42,937
+1,965
+5% +$349K 8.1% 1
2014
Q3 		$6.74M Buy
40,972
+3,626
+10% +$610K 6.75% 2
2014
Q2 		$6.21M Sell
37,346
-2,353
-6% -$384K 5.59% 2
2014
Q1 		$6.13M Hold
39,699
– – 5.65% 2
2013
Q4 		$5.68M Sell
39,699
-1,275
-3% -$184K 5.63% 2
2013
Q3 		$5.71M Buy
40,974
+1,275
+3% +$185K 5.6% 2
2013
Q2 		$5.9M Buy
+39,699
New +$6.37M 5.94% 2

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Order of Foresters's SPG Position: Q2 2018 in Review

Independent Order of Foresters sold out of Simon Property Group (SPG) in Q2 2018, closing a stake of 62,460 shares — an estimated $9.64M sold.

Independent Order of Foresters first reported a position in SPG in Q2 2013 and held it in 20 quarters. The position peaked at $11.7M in Q2 2016. 713 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

  • Independent Order of Foresters reported no remaining Simon Property Group position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 62,460 Simon Property Group shares in Q2 2018, an estimated $9.64M.
  • Independent Order of Foresters first reported a position in Simon Property Group in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's Simon Property Group position peaked at $11.7M in Q2 2016.
  • 713 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.