Investors Capital Advisory Services’s Simon Property Group SPG Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$361K	Buy	1,665 +198	+13%	+$40.4K	0.07%	372
2016 Q1	$304K	Sell	1,467 -199	-12%	-$38.2K	0.06%	411
2015 Q4	$323K	Sell	1,666 -299	-15%	-$57.9K	0.06%	415
2015 Q3	$361K	Sell	1,965 -455	-19%	-$83.4K	0.07%	381
2015 Q2	$418K	Buy	2,420 +501	+26%	+$92.1K	0.08%	371
2015 Q1	$375K	Buy	1,919 +1	+0.1%	+$194	0.07%	388
2014 Q4	$349K	Hold	1,918	–	–	0.07%	392
2014 Q3	$315K	Hold	1,918	–	–	0.06%	415
2014 Q2	$318K	Buy	+1,918	New	+$313K	0.05%	458

Other funds holding SPG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BFA

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Investors Capital Advisory Services's SPG Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Simon Property Group (SPG) stake by 13% in Q2 2016, buying an estimated $40.4K and bringing the position to 1,665 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #372.

Investors Capital Advisory Services first reported a position in SPG in Q2 2014 and has held it in 9 quarters since. The position peaked at $418K in Q2 2015. 696 funds tracked by Wall St. Rank hold SPG as of Q2 2016.

Investors Capital Advisory Services held 1,665 shares of Simon Property Group worth $361K as of Q2 2016.
Investors Capital Advisory Services bought 198 Simon Property Group shares in Q2 2016, an estimated $40.4K.
Simon Property Group made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #372 holding.
Investors Capital Advisory Services first reported a position in Simon Property Group in Q2 2014 and has held it in 9 quarters since.
Investors Capital Advisory Services's Simon Property Group position peaked at $418K in Q2 2015.
696 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.