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James Investment Research’s Simon Property Group SPG Stock Holding History

James Investment Research’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
Q3 		– Sell
-51
Closed -$11K – 576
2016
Q2 		$11K Buy
+51
New +$10.4K ﹤0.01% 438

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

James Investment Research's SPG Position: Q3 2016 in Review

James Investment Research sold out of Simon Property Group (SPG) in Q3 2016, closing a stake of 51 shares — an estimated $11K sold.

James Investment Research first reported a position in SPG in Q2 2016 and held it in 1 quarter. The position peaked at $11K in Q2 2016. 699 funds tracked by Wall St. Rank hold SPG as of Q3 2016.

  • James Investment Research reported no remaining Simon Property Group position as of Q3 2016 after selling out during the quarter.
  • James Investment Research sold 51 Simon Property Group shares in Q3 2016, an estimated $11K.
  • James Investment Research first reported a position in Simon Property Group in Q2 2016 and held it in 1 quarter.
  • James Investment Research's Simon Property Group position peaked at $11K in Q2 2016.
  • 699 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2016.

Based on James Investment Research's 13F filing for Q3 2016, filed 27 Oct 2016.