Insight Capital Research & Management’s Simon Property Group SPG Stock Holding History

Insight Capital Research & Management’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 Q2	–	Sell	-12,278	Closed	-$2.4M	–	128
2015 Q1	$2.4M	Buy	12,278 +34	+0.3%	+$6.59K	0.6%	79
2014 Q4	$2.23M	Sell	12,244 -110	-0.9%	-$19.5K	0.57%	77
2014 Q3	$2.03M	Buy	12,354 +101	+0.8%	+$17K	0.53%	69
2014 Q2	$2.04M	Sell	12,253 -809	-6%	-$132K	0.47%	76
2014 Q1	$2.02M	Buy	+13,062	New	+$1.95M	0.46%	76
2013 Q3	–	Sell	-4,111	Closed	-$611K	–	208
2013 Q2	$611K	Buy	+4,111	New	+$659K	0.16%	141

Other funds holding SPG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BFA

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

Insight Capital Research & Management's SPG Position: Q2 2015 in Review

Insight Capital Research & Management sold out of Simon Property Group (SPG) in Q2 2015, closing a stake of 12,278 shares — an estimated $2.4M sold.

Insight Capital Research & Management first reported a position in SPG in Q2 2013 and held it in 6 quarters. The position peaked at $2.4M in Q1 2015. 647 funds tracked by Wall St. Rank hold SPG as of Q2 2015.

Insight Capital Research & Management reported no remaining Simon Property Group position as of Q2 2015 after selling out during the quarter.
Insight Capital Research & Management sold 12,278 Simon Property Group shares in Q2 2015, an estimated $2.4M.
Insight Capital Research & Management first reported a position in Simon Property Group in Q2 2013 and held it in 6 quarters.
Insight Capital Research & Management's Simon Property Group position peaked at $2.4M in Q1 2015.
647 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2015.

Based on Insight Capital Research & Management's 13F filing for Q2 2015, filed 13 Aug 2015.