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Independent Portfolio Consultants’s Simon Property Group SPG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$67K Sell
413
-214
-34% -$34.8K 0.03% 474
2017
Q1 		$108K Sell
627
-62
-9% -$11.1K 0.04% 432
2016
Q4 		$122K Sell
689
-218
-24% -$40.5K 0.04% 405
2016
Q3 		$188K Sell
907
-50
-5% -$10.8K 0.06% 333
2016
Q2 		$208K Hold
957
– – 0.07% 321
2016
Q1 		$199K Sell
957
-15
-2% -$2.88K 0.06% 340
2015
Q4 		$189K Sell
972
-90
-8% -$17.4K 0.06% 341
2015
Q3 		$195K Sell
1,062
-125
-11% -$22.9K 0.04% 344
2015
Q2 		$205K Buy
1,187
+1
+0.1% +$184 0.04% 365
2015
Q1 		$232K Buy
1,186
+144
+14% +$27.9K 0.05% 325
2014
Q4 		$190K Sell
1,042
-2,192
-68% -$389K 0.04% 385
2014
Q3 		$532K Sell
3,234
-630
-16% -$106K 0.14% 212
2014
Q2 		$643K Buy
3,864
+166
+4% +$27.1K 0.18% 166
2014
Q1 		$570K Buy
3,698
+12
+0.3% +$1.79K 0.18% 182
2013
Q4 		$528K Sell
3,686
-373
-9% -$53.7K 0.18% 205
2013
Q3 		$566K Sell
4,059
-69
-2% -$10K 0.23% 164
2013
Q2 		$613K Buy
+4,128
New +$662K 0.28% 113

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Independent Portfolio Consultants's SPG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Simon Property Group (SPG) stake by 34% in Q2 2017, selling an estimated $34.8K and leaving 413 shares worth $67K. The position accounts for 0.03% of the portfolio, ranked #474.

Independent Portfolio Consultants first reported a position in SPG in Q2 2013 and has held it in 17 quarters since. The position peaked at $643K in Q2 2014. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • Independent Portfolio Consultants held 413 shares of Simon Property Group worth $67K as of Q2 2017.
  • Independent Portfolio Consultants sold 214 Simon Property Group shares in Q2 2017, an estimated $34.8K.
  • Simon Property Group made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #474 holding.
  • Independent Portfolio Consultants first reported a position in Simon Property Group in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Simon Property Group position peaked at $643K in Q2 2014.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.