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K2 Principal Fund’s Simon Property Group SPG Stock Holding History

K2 Principal Fund’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
Q1 		– Sell
-2,600
Closed -$437K – 326
2018
Q4 		$437K Buy
+2,600
New +$465K 0.07% 220
2018
Q2 		– Sell
-6,000
Closed -$926K – 366
2018
Q1 		$926K Buy
+6,000
New +$954K 0.05% 234

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

K2 Principal Fund's SPG Position: Q1 2019 in Review

K2 Principal Fund sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 2,600 shares — an estimated $437K sold.

K2 Principal Fund first reported a position in SPG in Q1 2018 and held it in 2 quarters. The position peaked at $926K in Q1 2018. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

  • K2 Principal Fund reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
  • K2 Principal Fund sold 2,600 Simon Property Group shares in Q1 2019, an estimated $437K.
  • K2 Principal Fund first reported a position in Simon Property Group in Q1 2018 and held it in 2 quarters.
  • K2 Principal Fund's Simon Property Group position peaked at $926K in Q1 2018.
  • 804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on K2 Principal Fund's 13F filing for Q1 2019, filed 14 May 2019.