KIA
SPG icon

KCM Investment Advisors’s Simon Property Group SPG Stock Holding History

KCM Investment Advisors’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
2018
Q1 		– Sell
-1,252
Closed -$215K – 534
2017
Q4 		$215K Sell
1,252
-100
-7% -$16.2K 0.01% 491
2017
Q3 		$218K Sell
1,352
-200
-13% -$31.9K 0.01% 494
2017
Q2 		$251K Sell
1,552
-476
-23% -$77.5K 0.02% 475
2017
Q1 		$349K Buy
2,028
+11
+0.5% +$1.97K 0.02% 413
2016
Q4 		$358K Hold
2,017
– – 0.02% 408
2016
Q3 		$418K Buy
2,017
+110
+6% +$23.9K 0.03% 396
2016
Q2 		$414K Buy
1,907
+164
+9% +$33.5K 0.03% 383
2016
Q1 		$362K Buy
1,743
+588
+51% +$113K 0.03% 388
2015
Q4 		$225K Sell
1,155
-15
-1% -$2.91K 0.02% 481
2015
Q3 		$215K Buy
+1,170
New +$215K 0.02% 487
2015
Q2 		– Sell
-1,155
Closed -$226K – 551
2015
Q1 		$226K Hold
1,155
– – 0.02% 487
2014
Q4 		$210K Buy
+1,155
New +$205K 0.02% 489

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCM Investment Advisors's SPG Position: Q1 2018 in Review

KCM Investment Advisors sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 1,252 shares — an estimated $215K sold.

KCM Investment Advisors first reported a position in SPG in Q4 2014 and held it in 12 quarters. The position peaked at $418K in Q3 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • KCM Investment Advisors reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 1,252 Simon Property Group shares in Q1 2018, an estimated $215K.
  • KCM Investment Advisors first reported a position in Simon Property Group in Q4 2014 and held it in 12 quarters.
  • KCM Investment Advisors's Simon Property Group position peaked at $418K in Q3 2016.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.