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Kelman-Lazarov Inc’s Simon Property Group SPG Stock Holding History

Kelman-Lazarov Inc’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
-3,900
Closed -$670K – 118
2017
Q4 		$670K Hold
3,900
– – 0.34% 69
2017
Q3 		$628K Buy
3,900
+100
+3% +$16K 0.33% 76
2017
Q2 		$617K Buy
+3,800
New +$619K 0.34% 74

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

Kelman-Lazarov Inc's SPG Position: Q1 2018 in Review

Kelman-Lazarov Inc sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 3,900 shares — an estimated $670K sold.

Kelman-Lazarov Inc first reported a position in SPG in Q2 2017 and held it in 3 quarters. The position peaked at $670K in Q4 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Kelman-Lazarov Inc reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,900 Simon Property Group shares in Q1 2018, an estimated $670K.
  • Kelman-Lazarov Inc first reported a position in Simon Property Group in Q2 2017 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Simon Property Group position peaked at $670K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2018, filed 8 May 2018.