Ipswich Investment Management’s Simon Property Group SPG Stock Holding History

Ipswich Investment 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
2019 Q2	–	Sell	-1,347	Closed	-$245K	–	180
2019 Q1	$245K	Hold	1,347	–	–	0.08%	159
2018 Q4	$226K	Hold	1,347	–	–	0.08%	151
2018 Q3	$238K	Buy	+1,347	New	+$238K	0.08%	152
2018 Q2	–	Sell	-1,347	Closed	-$208K	–	136
2018 Q1	$208K	Hold	1,347	–	–	0.09%	143
2017 Q4	$231K	Hold	1,347	–	–	0.1%	133
2017 Q3	$217K	Hold	1,347	–	–	0.1%	130
2017 Q2	$218K	Hold	1,347	–	–	0.1%	126
2017 Q1	$232K	Hold	1,347	–	–	0.1%	120
2016 Q4	$239K	Hold	1,347	–	–	0.11%	114
2016 Q3	$279K	Hold	1,347	–	–	0.14%	109
2016 Q2	$292K	Hold	1,347	–	–	0.14%	110
2016 Q1	$287K	Hold	1,347	–	–	0.14%	106
2015 Q4	$262K	Hold	1,347	–	–	0.12%	113
2015 Q3	$247K	Hold	1,347	–	–	0.12%	121
2015 Q2	$233K	Hold	1,347	–	–	0.11%	119
2015 Q1	$264K	Hold	1,347	–	–	0.12%	112
2014 Q4	$245K	Hold	1,347	–	–	0.1%	112
2014 Q3	$221K	Hold	1,347	–	–	0.09%	118
2014 Q2	$224K	Sell	1,347 -85	-6%	-$13.9K	0.09%	129
2014 Q1	$221K	Hold	1,432	–	–	0.1%	114
2013 Q4	$205K	Buy	+1,432	New	+$206K	0.09%	136
2013 Q3	–	Sell	-1,432	Closed	-$213K	–	143
2013 Q2	$213K	Buy	+1,432	New	+$230K	0.09%	134

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ipswich Investment Management's SPG Position: Q2 2019 in Review

Ipswich Investment Management sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 1,347 shares — an estimated $245K sold.

Ipswich Investment Management first reported a position in SPG in Q2 2013 and held it in 22 quarters. The position peaked at $292K in Q2 2016. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Ipswich Investment Management reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
Ipswich Investment Management sold 1,347 Simon Property Group shares in Q2 2019, an estimated $245K.
Ipswich Investment Management first reported a position in Simon Property Group in Q2 2013 and held it in 22 quarters.
Ipswich Investment Management's Simon Property Group position peaked at $292K in Q2 2016.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Ipswich Investment Management's 13F filing for Q2 2019, filed 11 Jul 2019.