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Jamison Eaton & Wood’s Simon Property Group SPG Stock Holding History

Jamison Eaton & Wood’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
Q1 		$213K Buy
+1,091
New +$211K 0.06% 110
2013
Q4 		– Sell
-1,160
Closed -$162K – 190
2013
Q3 		$162K Buy
+1,160
New +$168K 0.04% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Jamison Eaton & Wood's SPG Position: Q1 2015 in Review

Jamison Eaton & Wood opened a new position in Simon Property Group (SPG) in Q1 2015: 1,091 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: Jamison Eaton & Wood previously reported a position in SPG as recently as Q3 2013.

Jamison Eaton & Wood first reported a position in SPG in Q3 2013 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold SPG as of Q1 2015.

  • Jamison Eaton & Wood held 1,091 shares of Simon Property Group worth $213K as of Q1 2015.
  • Simon Property Group was a new Jamison Eaton & Wood position in Q1 2015.
  • Simon Property Group made up 0.06% of Jamison Eaton & Wood's portfolio in Q1 2015, its #110 holding.
  • Jamison Eaton & Wood first reported a position in Simon Property Group in Q3 2013 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.