Index Management Solutions’s Simon Property Group SPG Stock Holding History

Index Management Solutions’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
2015 Q3	$30K	Hold	161	–	–	0.03%	323
2015 Q2	$28K	Buy	161 +101	+168%	+$18.6K	0.03%	425
2015 Q1	$12K	Sell	60 -167	-74%	-$32.4K	0.01%	548
2014 Q4	$41K	Buy	227 +132	+139%	+$23.4K	0.01%	430
2014 Q3	$16K	Buy	95 +10	+12%	+$1.68K	﹤0.01%	985
2014 Q2	$14K	Sell	85 -1,027	-92%	-$168K	﹤0.01%	998
2014 Q1	$172K	Buy	1,112 +751	+208%	+$112K	0.03%	294
2013 Q4	$52K	Buy	361 +45	+14%	+$6.48K	0.01%	494
2013 Q3	$44K	Buy	+316	New	+$45.9K	0.01%	515

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Index Management Solutions's SPG Position: Q3 2015 in Review

Index Management Solutions held its Simon Property Group (SPG) position steady in Q3 2015 at 161 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #323.

Index Management Solutions first reported a position in SPG in Q3 2013 and has held it in 9 quarters since. The position peaked at $172K in Q1 2014. 666 funds tracked by Wall St. Rank hold SPG as of Q3 2015.

Index Management Solutions held 161 shares of Simon Property Group worth $30K as of Q3 2015.
Index Management Solutions left its Simon Property Group share count unchanged in Q3 2015.
Simon Property Group made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #323 holding.
Index Management Solutions first reported a position in Simon Property Group in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Simon Property Group position peaked at $172K in Q1 2014.
666 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.