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Indices-Pac Research Corporation’s Simon Property Group SPG Stock Holding History

Indices-Pac Research Corporation’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
2014
Q1 		– Sell
-5,283
Closed -$756K – 241
2013
Q4 		$756K Buy
5,283
+1,402
+36% +$202K 0.46% 69
2013
Q3 		$541K Sell
3,881
-2,551
-40% -$370K 0.36% 92
2013
Q2 		$956K Buy
+6,432
New +$1.03M 0.62% 53

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Indices-Pac Research Corporation's SPG Position: Q1 2014 in Review

Indices-Pac Research Corporation sold out of Simon Property Group (SPG) in Q1 2014, closing a stake of 5,283 shares — an estimated $756K sold.

Indices-Pac Research Corporation first reported a position in SPG in Q2 2013 and held it in 3 quarters. The position peaked at $956K in Q2 2013. 578 funds tracked by Wall St. Rank hold SPG as of Q1 2014.

  • Indices-Pac Research Corporation reported no remaining Simon Property Group position as of Q1 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 5,283 Simon Property Group shares in Q1 2014, an estimated $756K.
  • Indices-Pac Research Corporation first reported a position in Simon Property Group in Q2 2013 and held it in 3 quarters.
  • Indices-Pac Research Corporation's Simon Property Group position peaked at $956K in Q2 2013.
  • 578 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q1 2014, filed 15 May 2014.