Kanaly Trust’s Simon Property Group SPG Stock Holding History

Kanaly Trust’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 Q4	$15K	Sell	87 -4	-4%	-$743	﹤0.01%	484
2016 Q3	$19K	Buy	91 +9	+11%	+$1.95K	﹤0.01%	429
2016 Q2	$18K	Hold	82	–	–	﹤0.01%	445
2016 Q1	$17K	Buy	82 +11	+15%	+$2.11K	﹤0.01%	474
2015 Q4	$14K	Hold	71	–	–	﹤0.01%	507
2015 Q3	$13K	Sell	71 -21	-23%	-$3.85K	﹤0.01%	515
2015 Q2	$16K	Buy	92 +28	+44%	+$5.15K	﹤0.01%	487
2015 Q1	$13K	Buy	64 +21	+49%	+$4.07K	﹤0.01%	440
2014 Q4	$8K	Buy	43 +2	+5%	+$355	﹤0.01%	491
2014 Q3	$7K	Hold	41	–	–	﹤0.01%	505
2014 Q2	$7K	Buy	41 +13	+46%	+$2.12K	﹤0.01%	512
2014 Q1	$4K	Buy	+28	New	+$4.17K	﹤0.01%	593

Other funds holding SPG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Kanaly Trust's SPG Position: Q4 2016 in Review

Kanaly Trust reduced its Simon Property Group (SPG) stake by 4.4% in Q4 2016, selling an estimated $743 and leaving 87 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Kanaly Trust first reported a position in SPG in Q1 2014 and has held it in 12 quarters since. The position peaked at $19K in Q3 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

Kanaly Trust held 87 shares of Simon Property Group worth $15K as of Q4 2016.
Kanaly Trust sold 4 Simon Property Group shares in Q4 2016, an estimated $743.
Simon Property Group made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #484 holding.
Kanaly Trust first reported a position in Simon Property Group in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Simon Property Group position peaked at $19K in Q3 2016.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.