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Kissinger Financial Services’s Simon Property Group SPG Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$3.57M Buy
22,047
+294
+1% +$47.9K 3.55% 7
2017
Q1 		$3.74M Buy
21,753
+753
+4% +$135K 3.86% 5
2016
Q4 		$3.73M Buy
21,000
+382
+2% +$70.9K 3.91% 4
2016
Q3 		$4.27M Buy
+20,618
New +$4.47M 4.66% 2

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kissinger Financial Services's SPG Position: Q2 2017 in Review

Kissinger Financial Services increased its Simon Property Group (SPG) stake by 1.4% in Q2 2017, buying an estimated $47.9K and bringing the position to 22,047 shares worth $3.57M. The position accounts for 3.55% of the portfolio, ranked #7.

Kissinger Financial Services first reported a position in SPG in Q3 2016 and has held it in 4 quarters since. The position peaked at $4.27M in Q3 2016. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • Kissinger Financial Services held 22,047 shares of Simon Property Group worth $3.57M as of Q2 2017.
  • Kissinger Financial Services bought 294 Simon Property Group shares in Q2 2017, an estimated $47.9K.
  • Simon Property Group made up 3.55% of Kissinger Financial Services's portfolio in Q2 2017, its #7 holding.
  • Kissinger Financial Services first reported a position in Simon Property Group in Q3 2016 and has held it in 4 quarters since.
  • Kissinger Financial Services's Simon Property Group position peaked at $4.27M in Q3 2016.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.